Giovanni Afanasiev, financial advisor Orlando FL

Giovanni Afanasiev

CRD Number: 6524729
Current 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 3 years of experience in the finance industry.

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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
Contact Info for Giovanni Afanasiev
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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

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