Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Giuseppe? Claim Your ProfileGiuseppe Gigliotti is a financial advisor registered with Ameriprise Financial Services, LLC. Giuseppe has been in the financial services industry since 2003 and has held previous positions at firms including Wells Fargo Clearing Services, LLC, Capital One Investing, LLC, and J.P. Morgan Securities LLC. Giuseppe holds the Series 63, 66, 7 and SIE licenses and is registered in 11 states. Giuseppe provides financial planning, portfolio management, and asset allocation services.
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.
Asset allocation services
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
01/13/2023 - Present
Ameriprise Financial Services, LLC (Huntington NY)
NY
09/05/2017 - 01/25/2023
WELLS FARGO CLEARING SERVICES, LLC (GARDEN CITY NY)
NY
01/02/2015 - 09/20/2017
CAPITAL ONE INVESTING, LLC (WESTBURY NY)
NY
06/02/2014 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (CARLE PLACE NY)
NY
10/01/2012 - 06/12/2014
J.P. MORGAN SECURITIES LLC (WHITE PLAINS NY)
NY
10/01/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WHITE PLAINS NY)
NY
02/11/2009 - 07/23/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/09/2008 - 01/27/2009
OBSIDIAN FINANCIAL GROUP, LLC (WOODBURY NY)
NY
04/11/2005 - 04/15/2008
WESTROCK ADVISORS, INC. (WOODBURY NY)
GA
06/28/2004 - 04/07/2005
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
NY
02/10/2003 - 04/27/2004
HARRISON SECURITIES, INC. (PORT WASHINGTON NY)
BOTH
Issued 07/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Giuseppe Gigliotti is the right advisor for you? Invested Better is here to help.
