Unclaimed
Gizem Lesperance is a registered investment advisor representative with Cetera Investment Advisers LLC. Gizem is also a relationship advisor for First National Bank of PA and refers clients to appropriate channels within the bank. Gizem has been in the financial services industry since 2015 and has a Series 6, Series 63 and Series 65 license. Gizem has experience working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and banking or thrift institutions. Cetera Investment Advisers LLC is a full-service investment firm that offers a wide range of financial planning and investment services to individuals, families, and businesses.
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
PA
09/23/2021 - Present
Cetera Investment Advisers LLC (HARRISBURG PA)
PA
12/15/2015 - 08/10/2021
CITIZENS SECURITIES, INC. (CAMP HILL PA)
IA
Issued 6/26/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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