Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gisselle? Claim Your ProfileGisselle Balza is a Registered Representative and Investment Advisor Representative associated with Sanctuary Advisors, LLC. Gisselle has been working in the financial services industry for over 15 years. Prior to joining Sanctuary Advisors, LLC, Gisselle was employed by Morgan Stanley. Gisselle holds the Series 66, Series 65, Series 7 and SIE registrations and has a Bachelor of Science in Finance.
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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IN
06/18/2021 - Present
Sanctuary Advisors, LLC (INDIANAPOLIS IN)
FL
09/02/2014 - 06/08/2021
MORGAN STANLEY (Miami FL)
FL
03/13/2009 - 09/05/2014
E.S. FINANCIAL SERVICES, INC. (MIAMI FL)
FL
07/23/2007 - 03/16/2009
STANFORD GROUP COMPANY (MIAMI FL)
IA
Issued 07/23/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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