Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gian? Claim Your ProfileGian Mariano Deguzman is an Investment Advisor Representative with Edelman Financial Engines located in TYSONS, VA. Gian has been in the industry since 2007, and has worked with firms such as TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and TD AMERITRADE, INC. Gian specializes in providing financial planning services to individuals, businesses, and charitable organizations. Gian is registered with the state of Virginia and Texas.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
VA
03/09/2018 - Present
Edelman Financial Engines (TYSONS VA)
VA
05/19/2017 - 03/08/2018
SCOTTRADE, INC. (CENTREVILLE VA)
VA
12/01/2016 - 05/24/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (FAIRFAX VA)
VA
05/01/2013 - 11/28/2016
TD AMERITRADE, INC. (RESTON VA)
VA
11/05/2012 - 04/09/2013
WELLS FARGO ADVISORS, LLC (MCLEAN VA)
VA
03/07/2007 - 12/31/2008
PFS INVESTMENTS INC. (HERNDON VA)
IA
Issued 12/05/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2017
Series 24 - General Securities Principal Examination
BC
Issued 03/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/03/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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