Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gisselle? Claim Your ProfileGisselle Swanson is a financial advisor with Fidelity Personal And Workplace Advisors. She has been in the industry since January 12, 2018. Gisselle is registered in 53 states and the District of Columbia, as well as Texas, where she is also registered as an investment advisor representative. She is licensed to provide financial planning, portfolio management, and educational seminars to individuals, corporations, and other businesses. Gisselle is also a notary public and a floral and event designer.
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.
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
CA
04/25/2023 - Present
Fidelity Personal AND Workplace Advisors (LANCASTER CA)
CA
09/19/2022 - 03/15/2023
WELLS FARGO CLEARING SERVICES, LLC (NEWHALL CA)
CA
10/04/2017 - 07/07/2022
WELLS FARGO CLEARING SERVICES, LLC (NEWHALL CA)
BOTH
Issued 01/25/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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