Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gianluca? Claim Your ProfileGianluca Triennese is a financial advisor with over 10 years of experience in the financial services industry. Gianluca has been registered with Wedbush Securities Inc. since March of 2023 and has a broad range of experience working for other large firms including Charles Schwab & Co., Inc., TD Ameritrade, Inc., BBVA Securities Inc., 1st Global Capital Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.P. Morgan Securities LLC. Gianluca holds multiple licenses including Series 3, 6, 7, 24, and 66, as well as state registrations for California, Colorado, Florida and New York. Gianluca specializes in working with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and foreign clients. Gianluca offers a variety of financial planning services including portfolio management, financial planning and pension consulting.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
11/10/2023 - Present
Wedbush Securities Inc. (WEATOGUE CT)
FL
08/24/2021 - 04/04/2023
CHARLES SCHWAB & CO., INC. (Orlando FL)
TX
08/31/2018 - 10/20/2021
TD AMERITRADE, INC. (Southlake TX)
TX
05/21/2018 - 08/07/2018
BBVA SECURITIES INC. (DALLAS TX)
TX
11/22/2017 - 05/09/2018
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
FL
12/07/2016 - 11/10/2017
BBVA SECURITIES INC. (JACKSONVILLE FL)
FL
03/04/2016 - 11/01/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
04/02/2013 - 03/01/2016
J.P. MORGAN SECURITIES LLC (JACKSONVILLE FL)
BOTH
Issued 07/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/17/2020
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/01/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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