Giuseppe Visconti, financial advisor Roseville CA
93 score

Giuseppe Visconti

CRD Number: 5514465
Current Firm: Wells Fargo Advisors, LLC

Giuseppe Visconti (CRD# 5514465) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Roseville, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Roseville, CA Oct 2012 - Current 4
Citigroup San Jose, CA May 2011 - Oct 2012 1
Chase Investment Services Corp. Sunnyvale, CA Nov 2009 - May 2011 1
Merrill Lynch Sacramento, CA Sep 2009 - Nov 2009 < 1
Unemployment San Jose, CA Mar 2009 - Sep 2009 < 1
Banc Of America Investment Services, Inc. San Jose, CA May 2008 - Mar 2009 < 1
Banc Of America Insurance Services, Inc. San Jose, CA May 2008 - Mar 2009 < 1
Bank Of America San Jose, CA May 2008 - Mar 2009 < 1
Citigroup Sacramento, CA Dec 2006 - May 2008 1
Citibank Sacramento, CA Dec 2006 - Jan 2008 1
Wells Fargo Home Mortgage Sacramento, CA Jun 2005 - Dec 2006 1
Wells Fargo Sacramento, CA Nov 2003 - Dec 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S65 NASAA Investment Advisors Law Examination Sep 2008
Contact Info for Giuseppe F. Visconti
Phone Number: 314-875-3000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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