Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Giovanni? Claim Your ProfileGiovanni Todesco is a Registered Investment Advisor Representative currently registered with Belpointe Asset Management LLC. Giovanni has been in the industry for over 16 years and has experience in financial planning, portfolio management and pension consulting. Giovanni is also a licensed insurance agent. Prior to joining Belpointe Asset Management, Giovanni was associated with several other firms, including TCFG Wealth Management, LLC, Calton & Associates, Inc., Park Avenue Securities LLC, Chase Investment Services Corp., and Wells Fargo Advisors, LLC. Giovanni has a strong track record of providing financial advice to individuals, corporations, and high-net-worth clients. He is committed to helping clients reach their financial goals.
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.
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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NV
11/08/2022 - Present
Belpointe Asset Management LLC (RENO NV)
CA
02/25/2015 - 03/09/2016
TCFG WEALTH MANAGEMENT, LLC (Newport Beach CA)
CA
10/01/2014 - 02/26/2015
CALTON & ASSOCIATES, INC. (NEWPORT BEACH CA)
CA
01/07/2014 - 10/10/2014
PARK AVENUE SECURITIES LLC (IRVINE CA)
CA
11/21/2011 - 01/25/2012
CHASE INVESTMENT SERVICES CORP. (IRVINE CA)
CA
01/03/2011 - 10/17/2011
WELLS FARGO ADVISORS, LLC (NEWPORT BEACH CA)
CA
11/09/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (NEWPORT BEACH CA)
BOTH
Issued 06/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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