Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gwendolyn? Claim Your ProfileGwendolyn Canonico is a financial advisor currently registered with LPL Financial LLC in OLD BRIDGE, NJ. Gwendolyn has been working in the financial industry since December 2003. Gwendolyn previously worked for VALIC Financial Advisors, INC. and MML INVESTORS SERVICES, INC. Gwendolyn holds several industry licenses including Series 7TO, SIE, and Series 6. Gwendolyn is also a Certified Financial Planner.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
02/05/2024 - Present
LPL Financial LLC (OLD BRIDGE NJ)
NJ
03/15/2010 - 02/15/2024
VALIC FINANCIAL ADVISORS, INC. (MOUNT LAUREL NJ)
NJ
12/16/2003 - 03/22/2010
MML INVESTORS SERVICES, INC. (CHERRY HILL NJ)
IA
Issued 07/03/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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