Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Giselle? Claim Your ProfileGisselle Bircann Mercado is a registered representative and investment advisor representative with Bolton Securities Corp. in MIAMI, FL. Gisselle has been in the financial services industry since 2002. Gisselle has a series 66 license and has worked for several prominent financial institutions. Gisselle has experience in financial planning, portfolio management, and investment advisory services. Gisselle is dual registered with Bolton Global Capital and Bolton Global Asset Management.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
08/15/2022 - Present
Bolton Securities Corp. (MIAMI FL)
FL
04/17/2017 - 09/06/2022
BOREAL CAPITAL SECURITIES LLC (MIAMI FL)
FL
01/28/2016 - 04/20/2017
MORGAN STANLEY (CORAL GABLE FL)
FL
08/06/2013 - 10/21/2015
WELLS FARGO ADVISORS, LLC (MIAMI FL)
FL
11/23/2012 - 08/07/2013
STATETRUST INVESTMENTS INC. (BOCA RATON FL)
FL
01/01/2010 - 02/02/2012
UBS FINANCIAL SERVICES INC. (MIAMI FL)
FL
08/02/2006 - 01/01/2010
UBS INTERNATIONAL INC. (MIAMI FL)
FL
05/05/2006 - 07/10/2006
ATLAS ONE FINANCIAL GROUP, LLC (MIAMI FL)
FL
02/16/2005 - 04/20/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (MIAMI FL)
NY
09/09/2004 - 01/10/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/09/2001 - 09/21/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 08/23/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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