Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandy? Claim Your ProfileSandy Giglio is a financial professional with over 40 years of experience in the industry. Sandy is currently registered with Innovation Partners LLC. Before that, Sandy was previously employed by Ridgeway & Conger, Inc., Dalton Strategic Investment Services Inc., Investors Planning Services, Corp., 1st Global Capital Corp., Bench Securities Corp., First Eastern Equity Corp., Travelers Equities Sales, Inc., BLC Equity Services Corporation, C.F.C. Equities, Independent Securities Corporation, and Personal Investors Co Inc. Sandy has a wide range of experience and is well-equipped to provide financial advice and services to individuals and businesses.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
06/17/2016 - Present
Innovation Partners LLC (CHARLOTTE NC)
NY
11/14/2014 - 05/31/2016
RIDGEWAY & CONGER, INC. (NEW WOODSTOCK NY)
FL
03/29/2007 - 11/12/2014
DALTON STRATEGIC INVESTMENT SERVICES INC. (PALM COAST FL)
FL
03/20/2006 - 03/14/2007
DALTON STRATEGIC INVESTMENT SERVICES INC. (PALM COAST FL)
NY
07/14/2000 - 03/16/2006
INVESTORS PLANNING SERVICES, CORP. (EAST NORTHPORT NY)
TX
04/07/1995 - 06/02/1999
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
NJ
12/19/1994 - 04/17/1995
BENCH SECURITIES CORP. (FORT LEE NJ)
NY
08/02/1979 - 12/19/1994
FIRST EASTERN EQUITY CORP. (ARMONK NY)
NA
07/07/1976 - 11/16/1979
TRAVELERS EQUITIES SALES, INC.
NA
04/27/1976 - 08/15/1976
BLC EQUITY SERVICES CORPORATION
NA
04/03/1974 - 07/04/1976
C.F.C. EQUITIES
NA
11/12/1969 - 04/28/1974
INDEPENDENT SECURITIES CORPORATION
NA
09/16/1969 - 01/18/1972
PERSONAL INVESTORS CO INC
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/25/1966
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Sandy Giglio is the right advisor for you? Invested Better is here to help.
