Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Giancarlo? Claim Your ProfileGiancarlo Marcelo Guizado is a financial advisor who is registered with Transamerica Retirement Advisors, LLC. Giancarlo has been working in the financial services industry since March 17, 2022. Giancarlo is licensed to offer investment advice in Pennsylvania and has a Series 63, Series 65, and Series 7 license. Prior to working at Transamerica, Giancarlo was employed at LPL Financial LLC, Principal Securities, Inc. and NYLIFE Securities LLC. Giancarlo has experience providing investment advice and portfolio management services to individuals, businesses, and pension plans.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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
PA
12/13/2023 - Present
Transamerica Retirement Advisors, LLC (Philadelphia PA)
PA
04/10/2023 - 12/12/2023
LPL FINANCIAL LLC (WAYNE PA)
PA
04/11/2022 - 03/29/2023
PRINCIPAL SECURITIES, INC. (Wayne PA)
PA
02/03/2022 - 03/09/2022
NYLIFE SECURITIES LLC (BALA CYNWYD PA)
IA
Issued 08/31/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/03/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Giancarlo Guizado is the right advisor for you? Invested Better is here to help.
