Unclaimed
Giovanni Alberto Naranjo is a financial advisor with over 15 years of experience in the financial services industry. Giovanni is currently a Registered Representative and Investment Advisor Representative with Fidelity Personal AND Workplace Advisors. Previously, Giovanni was a Registered Representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Raymond James & Associates, Inc. Giovanni is licensed to provide securities and investment advisory services in all 50 states, Washington D.C., and Puerto Rico.
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.
1
2
FL
02/01/2022 - Present
Fidelity Personal AND Workplace Advisors (BONITA SPRINGS FL)
FL
07/13/2020 - 10/19/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NAPLES FL)
FL
08/17/2006 - 08/20/2010
RAYMOND JAMES & ASSOCIATES, INC. (FT. MYERS FL)
BOTH
Issued 05/06/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/13/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/26/2020
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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