Penny
Di Giovanna

Financial Planning By Design

CRD#6386723
Investment Advisor
in Indian Harbour Beach, FL

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About this Advisor

Penny Di Giovanna is a financial advisor based in Indian Harbour Beach, Florida, working with Financial Planning By Design. Penny has previously held positions at Life Span Wealth Management, Cetera Financial Specialists LLC, London Bay Homes, Century 21 Ocean, Coldwell Banker, Ascendia Real Estate, Halliday Financial, LLC, Raymond James & Associates, Inc, Fidelity Brokerage Services, J.W. Cole Financial, Inc, J.W. Cole Advisors, Inc, Semmax Financial Advisors, Inc, Financial Planning By Design LLC, Wells Fargo Bank Na, and Wells Fargo Advisors, LLC. Penny has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Penny is part of Financial Planning By Design.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Office Location

Indian Harbour Beach, FL

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Penny Di Giovanna Work History

2023 - Present (1 year)

Financial Planning By Design LLC

2022 - Present (2 years)

J.W. Cole Advisors, Inc

2022 - Present (2 years)

J.W. Cole Financial, Inc

2021 - 2021 (< 1 year)

J.W. Cole Financial, Inc

2021 - 2021 (< 1 year)

J.W. Cole Advisors, Inc

2021 - 2022 (1 year)

Semmax Financial Advisors, Inc

2020 - 2021 (1 year)

Fidelity Brokerage Services

2018 - 2020 (2 years)

Raymond James & Associates, Inc

2017 - 2020 (3 years)

Ascendia Real Estate

2017 - 2018 (1 year)

Halliday Financial, LLC

2016 - 2017 (1 year)

London Bay Homes

2016 - 2016 (< 1 year)

Century 21 Ocean

2015 - 2015 (< 1 year)

Life Span Wealth Management

2015 - 2015 (< 1 year)

Cetera Financial Specialists LLC

2014 - 2016 (2 years)

Coldwell Banker

2014 - 2014 (< 1 year)

Wells Fargo Advisors, LLC

2013 - 2014 (1 year)

Wells Fargo Bank Na

Disclosures

Please visit the SEC profile of Penny Di Giovanna to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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