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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luciano? Claim Your ProfileLuciano Trentoni is an investment advisor representative with Fidelity Personal AND Workplace Advisors. Luciano has been in the industry since December 2008, and has experience working with clients including high-net-worth individuals, pension and profit-sharing plans, individuals other than high-net-worth, and corporations or other businesses. Luciano is a registered investment advisor representative in Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Missouri, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, and Washington.
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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CA
11/15/2012 - 10/12/2016
CHARLES SCHWAB & CO., INC. (WALNUT CREEK CA)
CA
10/10/2011 - 11/05/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
01/03/2011 - 07/22/2011
WELLS FARGO ADVISORS, LLC (SAN FRANCISCO CA)
CA
09/11/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 09/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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