Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurie? Claim Your ProfileLaurie Emma Gizzi is an investment advisor representative with Wells Fargo Clearing Services, LLC. Laurie Emma Gizzi is registered with both FINRA and the state of South Carolina. Laurie Emma Gizzi has been in the industry since 2008. Laurie Emma Gizzi has previously worked at Raymond James Financial Services, Inc. and ING Financial Advisers, LLC. Laurie Emma Gizzi holds a Series 6, 7, 63 and 65 licenses and the SIE certification. Laurie Emma Gizzi offers portfolio management services to individuals, businesses and institutional clients.
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
SC
04/18/2011 - Present
Wells Fargo Clearing Services, LLC (MYRTLE BEACH SC)
SC
07/29/2009 - 02/10/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (MYRTLE BEACH SC)
CT
02/10/2004 - 04/25/2005
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
IA
Issued 08/02/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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