Unclaimed
Giuseppe Terranova is a financial advisor associated with LPL Financial LLC. Giuseppe has been in the financial services industry for over 2 years. He is currently registered with the state of Connecticut as a Registered Representative. Giuseppe has passed the Series 7, Series 66, and SIE exams. Giuseppe Terranova is also registered as an Investment Advisor Representative in the state of Connecticut. Giuseppe Terranova has previously been employed by SagePoint Financial, Inc.
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.
Consulting and other non-discretionary advisory services
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
CT
08/21/2023 - Present
LPL Financial LLC (NEWINGTON CT)
CT
08/01/2022 - 05/03/2023
SAGEPOINT FINANCIAL, INC. (NEWINGTON CT)
BOTH
Issued 08/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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