Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gino? Claim Your ProfileGino Nick Chiappetta has been in the financial services industry since 1991 and has worked with several firms over the years, including Commonwealth Financial Network, BANC ONE SECURITIES CORPORATION, Charles Schwab & Co., Inc., FSC SECURITIES CORPORATION, American Express Financial Advisors Inc., and IDS Life Insurance Company. Gino Nick Chiappetta is currently registered with Consolidated Portfolio Review Corp. as a Registered Representative (RA) and is an Independent Agent for fixed insurance sales. Gino Nick Chiappetta is a Certified Financial Planner™ and offers financial planning, investment management, portfolio management for businesses and individuals, and pension consulting.
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.
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.
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2
OH
10/04/2024 - Present
Consolidated Portfolio Review Corp. (Northwood, OH)
OH
01/03/2005 - 07/19/2007
COMMONWEALTH FINANCIAL NETWORK (MILLBURY OH)
IL
10/06/2004 - 01/04/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
03/11/2002 - 09/20/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
GA
08/15/1997 - 02/19/2002
FSC SECURITIES CORPORATION (ATLANTA GA)
MN
01/07/1991 - 08/15/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/07/1991 - 08/15/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/01/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/28/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/15/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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