Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Giacomo? Claim Your ProfileGiacomo Parente is a financial advisor with Fidelity Personal and Workplace Advisors. Giacomo has over 15 years of experience in the financial services industry. Giacomo is a Certified Financial Planner and holds the Series 7, Series 66, and Series 63 licenses. Giacomo has worked with several firms including J.P. Morgan Securities LLC, LPL Financial LLC, CUNA Brokerage Services, Inc., and Merrill Lynch. Giacomo is currently registered with Fidelity Personal and Workplace Advisors in California and Texas. Giacomo specializes in providing financial planning, portfolio management, and investment advice to individuals and businesses. Giacomo also conducts educational seminars on a variety of financial topics.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
02/13/2023 - Present
Fidelity Personal AND Workplace Advisors (WALNUT CREEK CA)
PA
04/05/2022 - 05/13/2022
VANGUARD MARKETING CORPORATION (MALVERN PA)
CA
12/14/2015 - 06/20/2019
J.P. MORGAN SECURITIES LLC (BURLINGAME CA)
CA
11/12/2012 - 12/18/2015
LPL FINANCIAL LLC (OAKLAND CA)
CA
04/06/2009 - 11/16/2012
CUNA BROKERAGE SERVICES, INC. (SAN MATEO CA)
CA
11/15/2007 - 01/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN FRANCISCO CA)
CA
10/03/2005 - 11/08/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
05/05/2005 - 09/07/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BC
Issued 04/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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