Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gian? Claim Your ProfileGian Landy Paolella is a financial advisor at LPL Financial LLC in Morristown, NJ, with over 10 years of experience in the industry. Gian has a Series 7, Series 66, Series 3, Series 9, Series 10, and SIE licenses. Gian is also a Certified Financial Planner. Gian is registered to provide investment advice in 30 states and two provinces.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
09/23/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
NY
06/21/2017 - 04/11/2018
FORESIDE FUND SERVICES, LLC (NEW YORK NY)
NY
03/05/2014 - 05/12/2017
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
BOTH
Issued 04/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/27/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2017
Series 3 - National Commodity Futures Examination
BC
Issued 03/05/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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