Giovanni Afanasiev, financial advisor Winter Park FL

Giovanni Afanasiev

CRD Number: 6524729
Current Firm: Charles Schwab & Company, Inc.

Giovanni Afanasiev (CRD# 6524729) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Winter Park, FL and has over 6 years of experience in the finance industry.

Similar Advisors
Gregory Abdalla, financial advisor Winter Park FL
Gregory H. Abdalla
CRD# 6160017
Cetera Investment Advisers LLC
Similar Advisors
Gary Abely, financial advisor Winter Park FL
Gary S. Abely
CRD# 2811837
Certified Advisory Corp
Similar Advisors
Lauren Abramowitz, financial advisor Winter Park FL
Lauren M. Abramowitz
CRD# 5855622
Financial Harvest Wealth Advisors
Company Name Location Dates Years
Charles Schwab, Ssb Orlando, FL May 2021 - Current 2
Charles Schwab & Company, Inc. Orlando, FL Jun 2015 - Current 8
Schwab Private Client Investment Advisory Orlando, FL Nov 2020 - May 2021 < 1
Suntrust Bank Orlando, FL Mar 2014 - Jun 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2017
Contact Info for Giovanni Afanasiev
Phone Number: 415-667-7000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning 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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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 derived from SEC.gov data covering 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.

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.