Michael GiavantiCRD Number: 2800963
Current Firm: Wells Fargo Clearing Services, LLC
Michael Giavanti (CRD# 2800963) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Scottsdale, AZ and has over 10 years of experience in the finance industry.
Transamerica Financial Advisors, Inc.
Suttle Crossland Wealth Advisors, LLC
Dynamic Wealth Partners, LLC
|Wells Fargo Clearing Services, LLC||Portland, OR||Nov 2016 - Current||5|
|Wells Fargo Bank, N.a.||Portland, OR||Dec 2002 - Current||19|
|Wells Fargo Advisors LLC||Portland, OR||Aug 2011 - Nov 2016||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2011|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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, WY
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