Unclaimed
Ginevra Basso-laha is a financial advisor at Cetera Investment Advisers LLC, based in Shorewood, Illinois. Ginevra has been working in the financial services industry since 2005. She is registered with the state of Illinois and has held previous positions with Summit Brokerage Services, Inc., QA3 Financial Corp., J.P. Morgan Securities Inc. and Northwestern Mutual Investment Services, LLC. Ginevra holds the Series 63, Series 66, Series 7, and SIE licenses. Ginevra provides portfolio management services to individuals and businesses, as well as financial planning and educational seminars.
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.
1
2
IL
06/29/2023 - Present
Cetera Investment Advisers LLC (SHOREWOOD IL)
IL
03/22/2011 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (SHOREWOOD IL)
IL
08/09/2010 - 02/11/2011
QA3 FINANCIAL CORP. (SHOREWOOD IL)
IL
10/01/2008 - 04/30/2010
J.P. MORGAN SECURITIES INC. (WHEATON IL)
IL
02/07/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (WHEATON IL)
IL
04/20/2006 - 05/18/2006
BANC ONE SECURITIES CORPORATION (WHEATON IL)
IL
02/28/2005 - 03/24/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHICAGO IL)
BOTH
Issued 02/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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