Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mario? Claim Your ProfileMario Giannetta is a financial advisor with over 30 years of experience in the industry. He has been with Schwab Wealth Advisory, Inc. since 2024 and previously worked at Chase Investment Services Corp, BANC ONE SECURITIES CORPORATION, CHARLES SCHWAB & CO., INC., NATIONSBANC-CRT SERVICES, INC., and First Investors Corporation. Mario is registered to provide investment advisory services in Arizona, California, Connecticut, District of Columbia, Florida, Illinois, Indiana, Iowa, Michigan, New York, Texas, Virginia, Washington, and Wisconsin. Mario offers financial planning, portfolio management for individuals, and portfolio management for businesses.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
IL
01/23/2025 - Present
Schwab Wealth Advisory, Inc. (Chicago IL)
IL
07/06/2005 - 07/20/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
05/03/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
03/29/1996 - 04/13/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
03/14/1994 - 04/12/1996
NATIONSBANC-CRT SERVICES, INC. (NEW YORK NY)
NJ
12/17/1990 - 10/10/1991
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 04/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/16/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1992
Series 3 - National Commodity Futures Examination
BC
Issued 12/15/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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