Giovanni Ramirez Congiusto

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2018 → Present
  Cuna Brokerage Services
  Waverly, IA
• 01/2016 → Present
  Suncoast Credit Union
  Tampa, FL
• 05/2022 → Present
  Lpl Financial Llc
  Tampa, FL

Other Businesses

1)05/18/2022 - Suncoast Investment Services-Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2)05/18/2022 - No Business Name -Investment Related - Home Based - Real Estate Rental - owner - Start Date - 01/20/2020

Exams

• S66 Uniform Combined State Law Examination
  2021-12-30