Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adele? Claim Your ProfileAdele Versie Gipson is a financial advisor with Consolidated Planning Corp. located in Atlanta, Georgia. Adele has been in the financial services industry since 2006 and holds licenses in Georgia, Texas and Virginia. Adele also has a Series 7 and Series 63 license. Adele is a Certified Financial Planner and a Chartered Financial Analyst. Adele provides financial planning and portfolio management services to individuals, corporations, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Third-party advisory fees
1
2
GA
09/19/2024 - Present
Consolidated Planning Corp. (ATLANTA GA)
GA
08/03/2006 - 05/28/2008
INTERSECURITIES, INC. (DECATUR GA)
BC
Issued 08/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Adele Gipson is the right advisor for you? Invested Better is here to help.
