Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luciano? Claim Your ProfileLuciano Costantini is a Retirement Plan Consultant at Sageview Advisory Group, LLC, with over 28 years of experience in the financial services industry. Luciano has been registered with the state of California since 1992 and has held positions at several firms including Pensionmark Securities, LLC, LPL Financial LLC, and Financial Telesis Inc. Luciano specializes in providing investment advisory services, financial planning, and portfolio management for individuals, businesses, 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.
1
2
CA
11/05/2020 - Present
Sageview Advisory Group, LLC (REDWOOD CITY CA)
CA
06/30/2018 - 11/04/2020
PENSIONMARK SECURITIES, LLC (San Mateo CA)
CA
10/02/2014 - 07/09/2018
LPL FINANCIAL LLC (SAN MATEO CA)
CA
07/03/2008 - 10/29/2014
FINANCIAL TELESIS INC (SAN MATEO CA)
CA
04/20/2007 - 06/16/2008
MORGAN STANLEY & CO. INCORPORATED (MENLO PARK CA)
CA
07/22/2002 - 03/20/2007
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
NJ
08/06/2001 - 07/11/2002
CITISTREET EQUITIES LLC (SOMERSET NJ)
NY
04/02/2001 - 07/03/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
12/04/1995 - 12/23/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
NY
07/15/1992 - 11/15/1995
MARSH & MCLENNAN SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 05/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Luciano Costantini is the right advisor for you? Invested Better is here to help.
