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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Giancarlo? Claim Your ProfileGiancarlo Nicholas Plati is a financial advisor who has been in the industry since 2012. Giancarlo is currently registered with The Colony Group, LLC. Giancarlo is a registered Investment Advisor Representative in Massachusetts. Previously, Giancarlo was registered with CETERA ADVISOR NETWORKS LLC, JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC, MFS FUND DISTRIBUTORS, INC., and LINCOLN FINANCIAL ADVISORS CORPORATION. Giancarlo holds the Series 63, Series 65, Series 7, and SIE licenses. Giancarlo specializes in providing financial planning, portfolio management, and other advisory services to individuals, families, corporations, and charitable organizations.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
MA
12/21/2023 - Present
THE Colony Group, LLC (Newton MA)
MA
04/06/2021 - 02/17/2022
CETERA ADVISOR NETWORKS LLC (FOXBOROUGH MA)
MA
06/11/2015 - 03/03/2021
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC (BOSTON MA)
MA
05/15/2014 - 04/17/2015
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
IL
05/24/2012 - 01/15/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (CHICAGO IL)
IA
Issued 11/22/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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