Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Giovanna? Claim Your ProfileGiovanna Butera is a financial advisor with Private Client Services, LLC. Giovanna is located in Red Bank, New Jersey and has been working in the financial industry for over 4 years. Giovanna is registered to provide investment advice in 9 states. Giovanna specializes in working with individuals, corporations and pension plans. Giovanna is a Series 63 and 6TO licensed advisor.
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.
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
NJ
09/19/2023 - Present
Private Client Services, LLC (Red Bank NJ)
NJ
11/28/2022 - 05/04/2023
PARK AVENUE SECURITIES LLC (RED BANK NJ)
NJ
04/25/2022 - 10/11/2022
PARK AVENUE SECURITIES LLC (SHREWSBURY NJ)
NJ
10/05/2020 - 01/19/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WALL TOWNSHIP NJ)
NJ
12/21/2018 - 09/02/2020
WELLS FARGO CLEARING SERVICES, LLC (BAYVILLE NJ)
BC
Issued 02/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/30/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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