Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Giovanni? Claim Your ProfileGiovanni Volpe is a financial advisor with Raymond James & Associates, Inc. in Farmington Hills, MI. Giovanni has been working in the financial services industry since 1994. Giovanni is licensed to offer securities and investment advice in California, Connecticut, Florida, Illinois, Maine, Michigan, New Jersey, New York, Texas, Virginia and Washington.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MI
08/26/2015 - Present
Raymond James & Associates, Inc. (FARMINGTON HILLS MI)
MI
06/01/2012 - 08/28/2015
WELLS FARGO ADVISORS, LLC (TROY MI)
MI
01/03/2003 - 06/04/2012
SIGMA FINANCIAL CORPORATION (TROY MI)
OH
12/08/2000 - 12/11/2002
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
01/01/1999 - 12/11/2000
FAHNESTOCK & CO. INC. (NEW YORK NY)
MI
09/06/1996 - 01/01/1999
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
NY
08/22/1994 - 09/13/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/25/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 08/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Giovanni Volpe is the right advisor for you? Invested Better is here to help.
