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Giancarlo Vitolo

Puente Servicios Financieros LLC

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About Giancarlo Vitolo

Giancarlo Vitolo is a registered representative with Puente Servicios Financieros LLC. Giancarlo has been in the securities industry since December 2021. Giancarlo holds the Series 7 and SIE licenses.

Firm Information

Giancarlo Vitolo is currently registered with Puente Servicios Financieros LLC. Puente Servicios Financieros LLC is a Limited Liability Company formed on May 28, 2019. The firm is registered in 17 states and has a single SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Giancarlo Vitolo’s Registration & Firm History

FL

12/06/2021 - Present

Puente Servicios Financieros LLC (MIAMI FL)

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Licenses & Designations

BC

Issued 07/23/2021

Series 7TO - General Securities Representative Examination

BC

Issued 04/09/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Giancarlo Vitolo.
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