Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gissette? Claim Your ProfileGissette Cruz is a registered investment advisor representative associated with B. Riley Wealth Advisors, Inc. Gissette has been in the securities industry since February 23, 2011. Gissette holds the Series 66, Series 7 and SIE securities licenses. Gissette has also been previously registered with DOMINICK & DOMINICK LLC.
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
NY
02/12/2024 - Present
B. Riley Wealth Advisors, Inc. (New York NY)
NY
02/23/2011 - 01/28/2015
DOMINICK & DOMINICK LLC (NEW YORK NY)
BOTH
Issued 01/30/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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