Invested Better
Unclaimed

Unclaimed

Unclaimed

Jordan Louis Gagliola

Grove Point Investments, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jordan? Claim Your Profile

About Jordan Louis Gagliola

Jordan Louis Gagliola is a financial advisor with Grove Point Investments, LLC. Jordan has been in the financial services industry since April 19, 2018. Jordan is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in Connecticut, Florida, Indiana, Massachusetts, New York, North Carolina, South Carolina, Texas and Vermont. Jordan holds the Series 6, Series 63, and SIE licenses. Jordan is also a registered representative of Grove Point Investments, LLC.

Firm Information

Jordan Gagliola is currently registered with Grove Point Investments, LLC. Grove Point Investments, LLC is a Limited Liability Company formed on April 1, 2021, and registered in all 50 states and the District of Columbia. The firm has been the subject of 17 regulatory events and 3 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

81

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jordan Gagliola’s Registration & Firm History

CT

11/21/2018 - Present

Grove Point Investments, LLC (Ansonia CT)

CT

11/14/2016 - 02/07/2017

NYLIFE SECURITIES LLC (STRATFORD CT)

CT

04/25/2016 - 08/31/2016

FORESTERS FINANCIAL SERVICES, INC. (NORTH HAVEN CT)

Not sure if Jordan Louis Gagliola is right for you?

Licenses & Designations

BC

Issued 04/06/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/07/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/25/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jordan Louis Gagliola.
Not sure if Jordan Louis Gagliola is right for you?