Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gigi? Claim Your ProfileGigi Lavergne is a financial advisor with over 20 years of experience in the industry. Gigi is currently registered with Osaic Wealth, Inc. in Texas. Gigi has a strong track record of success in helping individuals, families and businesses achieve their financial goals. Gigi is committed to providing her clients with personalized financial advice and guidance.
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.
A percentage of the total value of assets under management is charged.
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TX
09/01/2023 - Present
Osaic Wealth, Inc. (GARLAND TX)
TX
10/03/2012 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (GARLAND TX)
TX
04/21/2005 - 10/03/2012
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (PLANO TX)
TX
01/31/2002 - 04/19/2005
LARADORBECKER SECURITIES CORPORATION (THE WOODLANDS TX)
TX
01/09/2001 - 12/21/2001
THE (WILSON) WILLIAMS FINANCIAL GROUP (DALLAS TX)
TX
02/02/2000 - 06/08/2000
NORTHSTAR SECURITIES, INC. (DALLAS TX)
IA
Issued 08/31/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/01/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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