Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Giovanni? Claim Your ProfileGiovanni Duran is a financial advisor with over 20 years of experience in the industry. Giovanni currently works with Raymond James Financial Services Advisors, Inc. and has a diverse range of experience with multiple firms throughout his career. Giovanni is registered to provide investment advice in 38 states and has Series 7, 63, and 65 licenses. Giovanni holds the designation of Certified Financial Planner. Giovanni's focus is on providing personalized financial planning services, including portfolio management for individuals and businesses. Giovanni has extensive experience working with high-net-worth individuals, corporations, and retirement plans.
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
NJ
04/11/2019 - Present
Raymond James Financial Services Advisors, Inc. (Basking Ridge NJ)
NJ
06/01/2009 - 04/18/2019
MORGAN STANLEY (Manahawkin NJ)
NJ
09/11/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SHORT HILLS NJ)
NJ
05/24/2002 - 09/22/2008
CITIGROUP GLOBAL MARKETS INC. (FLORHAM PARK NJ)
NY
03/09/2002 - 06/05/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
09/01/1999 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NJ
11/10/1997 - 09/01/1999
GIBRALTAR SECURITIES CO. (FLORHAM PARK NJ)
IA
Issued 11/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Giovanni Duran is the right advisor for you? Invested Better is here to help.
