Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Giordanio? Claim Your ProfileGiordanio Patrice Nevil is an investment advisor representative at Cetera Investment Advisers LLC, with offices in Woburn, MA. Giordanio has been in the financial services industry since August 2018. Giordanio holds the Series 6, Series 7, Series 63 and Series 65 licenses. Giordanio is registered to offer investment advice in 20 states and is also registered with FINRA and the SEC. Giordanio has worked for Foresters Financial Services, Inc. and Cetera Investment Services LLC in the past. Giordanio specializes in investment advisory services including, financial planning, portfolio management for individuals and businesses 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.
1
2
MA
01/24/2023 - Present
Cetera Investment Advisers LLC (WOBURN MA)
MA
08/30/2018 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (WOBURN MA)
IA
Issued 11/16/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/28/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/30/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Giordanio Nevil is the right advisor for you? Invested Better is here to help.
