Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gianpaolo? Claim Your ProfileGianpaolo Bicego is a financial advisor with over 17 years of experience in the industry. Gianpaolo is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since October 2023. Prior to this, Gianpaolo was with J.P. Morgan Securities LLC and Wells Fargo Investments, LLC. Gianpaolo holds a Series 7 and Series 66 license and is registered in 28 states. Gianpaolo specializes in portfolio management for individuals and businesses, as well as financial planning and selection of other advisors.
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.
Investment consulting services to institutional clients
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
CA
10/23/2023 - Present
Wells Fargo Clearing Services, LLC (BEVERLY HILLS CA)
CA
02/17/2010 - 10/25/2023
J.P. MORGAN SECURITIES LLC (PASADENA CA)
CA
09/27/2006 - 02/01/2010
WELLS FARGO INVESTMENTS, LLC (SAN DIEGO CA)
BOTH
Issued 10/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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