Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanne? Claim Your ProfileJeanne Gagliardi is a financial advisor registered with Wells Fargo Clearing Services, LLC. Jeanne is actively registered in 20 states. She has passed Series 7, Series 63, Series 65, and SIE exams. Jeanne is a registered representative with a focus on individuals, corporations and businesses, insurance companies, charitable organizations, state or municipal government entities, and pension and profit-sharing plans. Prior to joining Wells Fargo Clearing Services, LLC, Jeanne was an advisor at Ameriprise Financial Services, Inc., and National Securities Corporation.
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.
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.
Investment consulting services to institutional clients
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.
1
2
NY
07/08/2020 - Present
Wells Fargo Clearing Services, LLC (PEARL RIVER NY)
NY
11/05/2019 - 01/28/2020
AMERIPRISE FINANCIAL SERVICES, INC. (New City NY)
NY
02/29/2016 - 10/21/2019
NATIONAL SECURITIES CORPORATION (NEW CITY NY)
IA
Issued 02/13/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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