Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gianna? Claim Your ProfileGianna Marie Vennari is an Investment Advisor Representative registered with Gradient Advisors, LLC in Kentucky. Gianna is also a President at Five Star Life & Wealth LLC and an Owner of 56 Properties, LLC. Gianna has been in the financial industry since 2013. Gianna has a Series 65 license and is a registered Investment Advisor. Gradient Advisors, LLC is an investment advisory firm with offices in Arden Hills, MN and Lexington, KY. The firm manages assets for a variety of clients, including individuals, businesses, and pension plans.
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.
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.
Referral fees
1
2
KY
08/24/2023 - Present
Gradient Advisors, LLC (Lexington KY)
IA
Issued 07/31/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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