Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Giovanni? Claim Your ProfileGiovanni Flores is a financial advisor with Geneos Wealth Management, Inc. Giovanni is registered with FINRA and the state of Texas. Giovanni has been in the financial industry since June 12, 2019, and has experience working with Hornor, Townsend & Kent, LLC. Giovanni holds the Series 63, Series 65, Series 6TO and SIE licenses. Giovanni specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
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2
TX
10/30/2020 - Present
Geneos Wealth Management, Inc. (Addison TX)
TX
06/13/2019 - 11/10/2020
HORNOR, TOWNSEND & KENT, LLC (ADDISON TX)
IA
Issued 12/30/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2019
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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