Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guido? Claim Your ProfileGuido DiPietro is a financial advisor with Cetera Investment Advisers LLC based in Yarmouth, MA. Guido has been in the financial services industry since 2018. Guido holds Series 6, 7, and 66 securities licenses. Guido has experience with Edward Jones, Pruco Securities LLC, and Citizens Securities, Inc., among others.
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
MA
06/29/2023 - Present
Cetera Investment Advisers LLC (YARMOUTH MA)
CA
10/20/2021 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
MA
08/27/2019 - 05/21/2021
CITIZENS SECURITIES, INC. (SO. DENNIS MA)
MA
12/05/2018 - 09/03/2019
PRUCO SECURITIES, LLC. (MARLBOROUGH MA)
MA
04/18/2018 - 11/02/2018
EDWARD JONES (STERLING MA)
MA
01/03/2018 - 04/20/2018
PFS INVESTMENTS INC. (MILLBURY MA)
BOTH
Issued 06/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2018
Series 7 - General Securities Representative Examination
BC
Issued 01/03/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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