Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Silvio? Claim Your ProfileSilvio Gaetano Bettinelli is a registered investment advisor representative with Fermata Advisors. Silvio has been in the industry since 2020 and holds a Series 65 license. He currently works at the Fermata Advisors office in Napa, California. Silvio focuses on providing financial planning and portfolio management services to high net worth individuals, corporations, pension plans, and charitable organizations. Silvio has extensive experience in the wine industry, having previously worked at Treasury Wine Estates. He is a graduate of UC Davis and is also a veteran of the United States Marine Corps.
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.
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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CA
09/03/2023 - Present
Fermata Advisors (Napa CA)
IA
Issued 03/10/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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