Unclaimed
Gino Petitta is a financial advisor with over 28 years of experience in the industry. Gino currently works with LPL Financial LLC and has been with them since March 2003. Prior to that, Gino worked with ComERICA Securities in Detroit, Michigan. Gino offers financial planning services, pension consulting, educational seminars, and selection of other advisers, along with portfolio management services for individuals and businesses. Gino holds the Series 7, 24, 63, and 66 securities licenses. Gino also holds an investment adviser representative license in Michigan and a resident investment adviser representative license in Texas. Gino has been registered with the SEC since 2001.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
03/23/2021 - Present
LPL Financial LLC (SHELBY TWP. MI)
NY
05/25/2001 - 04/11/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MI
04/20/1994 - 06/01/2001
COMERICA SECURITIES (DETROIT MI)
BOTH
Issued 12/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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