Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Giuliano? Claim Your ProfileGiuliano Demartini is a financial advisor registered with Wells Fargo Clearing Services, LLC. Giuliano is a Series 7, 63, 66, and 79 registered representative. Giuliano has been in the financial services industry for 14 years. Giuliano Demartini can provide financial advice to individuals and businesses. Giuliano specializes in financial planning, portfolio management, and investment consulting.
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
CA
11/16/2023 - Present
Wells Fargo Clearing Services, LLC (SAN FRANCISCO CA)
CA
06/08/2021 - 08/01/2023
BUILDER ADVISOR GROUP, LLC (CORTE MADERA CA)
BOTH
Issued 02/11/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/08/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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