Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geno? Claim Your ProfileGeno Berchiatti is a financial advisor with over 30 years of experience in the financial services industry. Geno is registered with LPL Financial LLC, a leading independent broker-dealer and Registered Investment Advisor. Geno is also registered as an investment advisor representative in South Carolina and Texas. Geno specializes in providing financial planning, investment management, and insurance solutions to individuals, families, and businesses. Geno is committed to providing personalized and comprehensive financial advice to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
01/20/2016 - Present
LPL Financial LLC (GREENVILLE SC)
SC
10/31/2000 - 05/21/2007
NEW ENGLAND SECURITIES (GREENVILLE SC)
SC
07/28/2000 - 10/16/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
08/26/1997 - 08/11/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NJ
03/02/1989 - 05/09/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
03/02/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 08/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2000
Series 24 - General Securities Principal Examination
BC
Issued 11/18/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/21/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Geno Berchiatti is the right advisor for you? Invested Better is here to help.
