Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gigi? Claim Your ProfileGigi Verrey is a financial professional with over 30 years of experience in the financial services industry. Gigi is currently registered with Alera Investment Advisors, LLC and Triad Advisors, Inc. Gigi has a strong background in providing financial planning and investment management services to individuals, families, and businesses. Gigi is committed to providing personalized financial advice and helping her clients achieve their financial goals.
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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2
IL
11/03/2017 - Present
Alera Investment Advisors, LLC (DEERFIELD IL)
IL
11/02/2017 - 08/23/2024
TRIAD ADVISORS LLC (Deerfield IL)
IL
12/22/1994 - 11/02/2017
SECURIAN FINANCIAL SERVICES, INC. (Deerfield IL)
IA
01/08/1993 - 11/30/1994
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NJ
07/27/1992 - 01/07/1993
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 07/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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