Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Giovanni? Claim Your ProfileGiovanni Migliaccio is a financial professional with over 27 years of experience in the securities industry. Giovanni has been registered with the Securities and Exchange Commission (SEC) since 1996. Giovanni is currently registered with Osaic Wealth, Inc. and has previously worked with firms such as Securities America, Inc., Investcorp, Inc., Whitaker Securities LLC, and Granite Associates, Inc. Giovanni has a wide range of experience in financial services, including financial planning, portfolio management, and insurance. Giovanni's expertise and commitment to providing excellent client service have made him a trusted advisor for individuals and families.
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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (HAUPPAUGE NY)
NY
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (HAUPPAUGE NY)
NY
10/25/2006 - 07/17/2020
INVESTACORP, INC. (HAUPPAUGE NY)
NY
05/18/2006 - 11/29/2006
WHITAKER SECURITIES LLC (NEW YORK NY)
NY
05/24/2004 - 06/05/2006
GRANITE ASSOCIATES, INC (MELVILLE NY)
NY
11/25/2003 - 05/10/2004
S.W. BACH & COMPANY (PORT WASHINGTON NY)
NY
01/02/2001 - 12/18/2003
HARRISON SECURITIES, INC. (PORT WASHINGTON NY)
NY
07/28/1997 - 12/31/2000
WHITEHALL WELLINGTON INVESTMENTS, INC. (PORT WASHINGTON NY)
NY
07/01/1996 - 02/19/1997
H G I (JERICHO NY)
BC
Issued 05/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/19/2004
Series 4 - Registered Options Principal Examination
BC
Issued 03/20/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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