Giovanni Afanasiev
CRD Number: 6524729Current Firm: Schwab Private Client Investment Advisory, Inc.
Giovanni Afanasiev (CRD# 6524729) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Orlando, FL and has over 4 years of experience in the finance industry.
CRD# 6127350
Valic Financial Advisors, Inc.
CRD# 6160017
Securian Financial Services, Inc.
CRD# 2811837
Certified Advisory Corp
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Schwab Private Client Investment Advisory | Orlando, FL | Nov 2020 - Current | < 1 |
| Charles Schwab & Company, Inc. | Orlando, FL | Jun 2015 - Current | 5 |
| Suntrust Bank | Orlando, FL | Mar 2014 - Jun 2015 | 1 |
| Full Sail University | Orlando, FL | Sep 2013 - Feb 2014 | < 1 |
| Comcast | Orlando, FL | Oct 2010 - Jul 2013 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2017 |
- FL
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.