Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Giesella? Claim Your ProfileGiesella Anne Earley is a registered representative with Citigroup Global Markets Inc. Giesella has 13 years of experience in the securities industry. Giesella is registered with the following states: California and Massachusetts. Giesella has passed the Series 6, 7TO, 9, 10, 26, 63 and 66 exams. Giesella is also a registered Investment Advisor Representative with the state of California. Giesella is a member of FINRA and is also registered with the state of California. Giesella provides asset allocation advice, financial planning, portfolio management for businesses and individuals, pension consulting, and publication of periodicals. Giesella is affiliated with Citigroup Global Markets Inc. which has offices in Fountain Valley, Monrovia and Yorba Linda. Giesella has been with Citigroup Global Markets Inc. since 2010. Giesella previously worked at BANC OF AMERICA INVESTMENT SERVICES, INC. in Laguna Niguel, CA from 2008 to 2009. Giesella is a co-owner of rental properties in Yorba Linda, Cypress and Anaheim.
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.
Asset allocation advice
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.
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2
CA
12/09/2019 - Present
Citigroup Global Markets Inc. (Fountain Valley CA)
CA
12/15/2010 - 12/31/2014
CITIGROUP GLOBAL MARKETS INC. (COSTA MESA CA)
CA
04/30/2008 - 01/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LAGUNA NIGUEL CA)
BOTH
Issued 12/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/24/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/21/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2008
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 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
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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