Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Giovanni? Claim Your ProfileGiovanni Treglia is a financial advisor with over 10 years of experience in the industry. Giovanni currently works with SCF Investment Advisors, Inc. and Old Bridge Wealth, Inc.. Giovanni's previous experience includes working with AXA Advisors, LLC. and Mario Treglia, CPA. Giovanni holds Series 66, Series 7 and SIE licenses. Giovanni provides a variety of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Giovanni specializes in assisting individuals, high-net-worth individuals, corporations, charitable organizations and pension and profit sharing 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.
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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CA
10/29/2021 - Present
SCF Investment Advisors, Inc. (SAN DIEGO CA)
NY
01/11/2012 - 08/25/2017
AXA ADVISORS, LLC (WOODBURY NY)
NY
11/02/2010 - 05/20/2011
AXA ADVISORS, LLC (LAKE SUCCESS NY)
BOTH
Issued 02/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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