Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Giovanna? Claim Your ProfileGiovanna Da matta Apelbaum is a financial professional licensed in 53 states and the District of Columbia. Giovanna holds Series 7, 63, and SIE licenses and has been in the industry since 2021. Giovanna is currently employed by Charles Schwab & CO., Inc. and previously worked at Fidelity Brokerage Services LLC. Giovanna is an active participant in the financial planning and advisor referral programs offered by Charles Schwab.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
03/18/2024 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
09/23/2021 - 09/15/2022
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BC
Issued 10/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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