Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Giancarlo? Claim Your ProfileGiancarlo Capodanno is a financial advisor registered with Prosperity Capital Advisors. Giancarlo has been in the industry since December 14, 2015. Giancarlo specializes in financial planning, portfolio management for individuals and businesses, and providing educational seminars. Giancarlo is also a registered representative of M Holdings Securities, Inc. and is licensed as an insurance agent.
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.
1
2
OH
04/12/2024 - Present
Prosperity Capital Advisors (WESTLAKE OH)
NE
04/19/2018 - 04/01/2022
TD AMERITRADE, INC. (OMAHA NE)
NE
03/11/2019 - 12/31/2020
TD AMERITRADE CLEARING, INC. (OMAHA NE)
NJ
05/04/2016 - 04/06/2018
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
NJ
07/18/2014 - 11/24/2014
METLIFE SECURITIES INC. (FAIRFIELD NJ)
NJ
06/14/2014 - 07/21/2014
NEW ENGLAND SECURITIES (FAIRFIELD NJ)
BOTH
Issued 07/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/14/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Giancarlo Capodanno is the right advisor for you? Invested Better is here to help.
