Unclaimed
Gianni Di ciollo is a financial advisor at J.P. Morgan Securities LLC with a focus on serving high-net-worth individuals and families. Gianni has over 16 years of experience in the financial services industry, having previously worked at J.P. Morgan Securities Inc. and Essex National Securities, Inc. Gianni is licensed to provide investment advice in all 50 states and has a strong track record of helping clients reach their financial goals. Gianni has Series 6, 7, and 63 licenses as well as the SIE exam. Gianni offers a range of financial planning services, including portfolio management, retirement planning, and estate planning.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
NY
10/01/2008 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
08/08/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
CA
03/05/2004 - 03/01/2005
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
BC
Issued 11/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/04/2004
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
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, 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
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Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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