Unclaimed
Gwynanne Bissonette is a financial advisor with Cetera Investment Advisers LLC. Gwynanne has been in the financial services industry since April 1994. Gwynanne is registered as a registered representative in New York and has a Series 63, Series 24, SIE and Series 7. Gwynanne also holds the Certified Financial Planner designation. Gwynanne is a financial advisor for Curtis & Bissonette, Inc. and Zonta Club of the Adirondacks.
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.
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2
NY
09/09/2024 - Present
Cetera Investment Advisers LLC (LAKE PLACID NY)
SC
04/27/1994 - 06/09/1997
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BC
Issued 05/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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