Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Giovanni? Claim Your ProfileGiovanni Grande is a financial advisor with Wells Fargo Clearing Services, LLC. Giovanni has been in the industry since 2004, and has a broad range of experience in investment management, financial planning, and portfolio management for businesses and individuals. Giovanni specializes in helping clients to develop and execute financial plans, and to make informed investment decisions. Giovanni has passed the Series 6, 7, 63 and 66 examinations and is licensed in several states including Arizona, California, Connecticut, Florida, and New York. Giovanni holds a notary public designation in the state of New York. In addition to his professional activities, Giovanni is also involved in the community.
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.
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.
Investment consulting services to institutional clients
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
NY
12/20/2019 - Present
Wells Fargo Clearing Services, LLC (THORNWOOD NY)
NY
09/30/2005 - 04/16/2008
CHASE INVESTMENT SERVICES CORP. (THORNWOOD NY)
NJ
01/21/2004 - 09/21/2005
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 02/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/19/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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