Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Summer? Claim Your ProfileSummer Ryan Gigliotti is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Summer has been in the industry since November 2010 and has a total of 45 state registrations and 2 IA state registrations. Summer has a Series 7, Series 66 and SIE license and is registered with FINRA as a Registered Representative.
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
MD
06/14/2024 - Present
Wells Fargo Advisors Financial Network, LLC (BETHESDA MD)
CT
08/15/2014 - 06/17/2024
WELLS FARGO CLEARING SERVICES, LLC (WESTPORT CT)
CT
04/12/2012 - 08/26/2014
MORGAN STANLEY (WESTPORT CT)
CT
11/04/2010 - 03/22/2012
UBS FINANCIAL SERVICES INC. (WESTPORT CT)
BOTH
Issued 06/18/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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