Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pasquale? Claim Your ProfilePasquale Giannella is a financial advisor with Gladstone Wealth Partners, a registered investment advisor, and LPL Financial, a broker-dealer. Pasquale Giannella has been in the financial services industry since March 1997, and is registered to provide investment advice and securities services in several states, including California, Florida, New Jersey, New Mexico, New York and Pennsylvania. Pasquale Giannella has a background in investment advisory and securities, and has experience in a variety of financial services industries. Pasquale Giannella's areas of expertise include retirement planning, general consulting services, and referral services.
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.
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.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral 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.
A percentage of the total value of assets under management is charged.
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2
FL
12/04/2017 - Present
Gladstone Wealth Partners (PALM BEACH GARDENS FL)
NJ
01/01/2004 - 12/01/2017
PNC INVESTMENTS (WASHINGTON TWP. NJ)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
12/11/2000 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
NJ
04/21/1998 - 12/01/2000
KEATON FINANCIAL SERVICES, INC. (HACKENSACK NJ)
NY
03/20/1997 - 04/29/1998
FIRST REPUBLIC GROUP, LLC (NEW YORK NY)
IA
Issued 09/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/26/1997
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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