Unclaimed
Giselle Sacon is a financial advisor with over 20 years of experience in the financial services industry. Giselle is currently registered with Santander Securities LLC and has been with the firm since April 2023. Prior to that, Giselle worked with Truist Investment Services, Inc. from 2004 until February 2023.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
04/21/2023 - Present
Santander Securities LLC (Miami FL)
FL
11/24/2004 - 02/08/2023
TRUIST INVESTMENT SERVICES, INC. (CORAL GABLES FL)
CA
05/12/2003 - 06/26/2003
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
06/03/2002 - 04/07/2003
UBS INTERNATIONAL INC. (NEW YORK NY)
NJ
10/16/2000 - 06/03/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
05/02/2000 - 12/01/2000
CHASE SECURITIES INC. (NEW YORK NY)
NY
02/17/1995 - 02/11/1997
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
BOTH
Issued 11/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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