Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean M Gigliotti is a financial professional with over 25 years of experience in the industry. Jean is currently registered with Benjamin F. Edwards & Company, Inc. in Mentor, Ohio. Jean previously worked with Kestra Investment Services, LLC, ProEquities, Inc., Lincoln Investment, Gain Securities and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jean holds Series 63, SIE and Series 7 licenses. Jean's specialties include: Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisors and Portfolio Management.
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
OH
01/02/2020 - Present
Benjamin F. Edwards & Company, Inc. (MENTOR OH)
OH
10/28/2019 - 12/20/2019
KESTRA INVESTMENT SERVICES, LLC (Willoughby Hills OH)
OH
07/03/2018 - 09/04/2019
PROEQUITIES, INC. (CONCORD OH)
OH
09/11/2014 - 09/27/2016
LINCOLN INVESTMENT (CLEVELAND OH)
OH
03/26/1993 - 11/05/2013
GAIN SECURITIES (BEACHWOOD OH)
NY
11/05/1991 - 03/24/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 05/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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