Profil
Mr. Gaetan T.
Scalzo is a President & Chief Executive Officer at Claremont Financial Group, Inc. and a Managing Member at Pacific Financial Group LLC.
He joined Claremont Financial Group in 2018 and has over 25 years of experience serving clients as an independent financial consultant.
He received his undergraduate degree from The California State University.
He is an Investment Advisor Representative (Series 66), a General Securities Representative (Series 7), and a Life Insurance Agent.
In addition, Guy is also a Registered Representative with Capital Investment Group, Inc.
Aktive Positionen von Guy Scalzo
| Unternehmen | Position | Beginn |
|---|---|---|
Claremont Financial Group, Inc.
Claremont Financial Group, Inc. Investment ManagersFinance Provides investment advice | Vorstandsvorsitzender | 01.01.2018 |
Ehemalige bekannte Positionen von Guy Scalzo
| Unternehmen | Position | Ende |
|---|---|---|
Pacific Financial Group LLC
Pacific Financial Group LLC Investment ManagersFinance TPFG monitors the models for changes the institutional strategists make to the allocation or securities held in the model, they are responsible for implementing the transactions for the accounts on the platform. The firm uses the latest academic research, investment solutions and technology innovations in their process. | Gründer | 01.05.2021 |
Ausbildung von Guy Scalzo
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
The California State University
The California State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Claremont Financial Group, Inc.
Claremont Financial Group, Inc. Investment ManagersFinance Provides investment advice | Finance |
Pacific Financial Group LLC
Pacific Financial Group LLC Investment ManagersFinance TPFG monitors the models for changes the institutional strategists make to the allocation or securities held in the model, they are responsible for implementing the transactions for the accounts on the platform. The firm uses the latest academic research, investment solutions and technology innovations in their process. | Finance |
















