Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Giovanni? Claim Your ProfileGiovanni Galbiati is a financial advisor with over 25 years of experience in the industry. Giovanni is currently registered with Raymond James Financial Services Advisors, Inc. in Newton, Massachusetts. Giovanni has a broad range of experience working with individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. He is also a registered investment advisor in Massachusetts.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MA
06/07/2023 - Present
Raymond James Financial Services Advisors, Inc. (Newton MA)
MA
08/29/2011 - 06/12/2023
UBS FINANCIAL SERVICES INC. (PEABODY MA)
MA
05/04/2007 - 08/30/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (WAKEFIELD MA)
MA
04/02/2007 - 05/07/2007
MORGAN STANLEY & CO., INCORPORATED (DANVERS MA)
MA
08/24/2000 - 04/02/2007
MORGAN STANLEY DW INC. (DANVERS MA)
MA
11/07/1997 - 08/31/2000
TUCKER ANTHONY INCORPORATED (BOSTON MA)
IA
Issued 04/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 11/06/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Giovanni Galbiati is the right advisor for you? Invested Better is here to help.
