Giuseppe DistefanoCRD Number: 5990785
Current Firm: U.s. Bancorp Investments, Inc.
Giuseppe Distefano (CRD# 5990785) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in San Jose, CA and has over 4 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|U.s. Bancorp Investments, Inc.||San Jose, CA||Nov 2013 - Current||2|
|E*trade Capital Management, LLC||Palo Alto, CA||Oct 2013 - Nov 2013||< 1|
|E*trade Securities LLC||Palo Alto, CA||Oct 2013 - Nov 2013||< 1|
|Morgan Stanley Smith Barney||Palo Alto, CA||Oct 2011 - Oct 2013||2|
|Citibank||Los Gatos, CA||Sep 2009 - Oct 2011||2|
|None||San Jose, CA||May 2009 - Sep 2009||< 1|
|Wamu||San Jose, CA||Jul 2007 - May 2009||1|
|Bank Of America||San Jose, CA||Feb 2005 - Jun 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Total Assets Under Management5,065MILLIONS
Total Number of Accounts24,670ACCOUNTS
Average Account Value$205,313
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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