Unclaimed
Veronica Gillotte is an Investment Advisor Representative at Strategic Wealth Investment Group, LLC. Veronica has been in the industry since 2000 and has experience with several firms. Veronica's current employment is with Strategic Wealth Investment Group, LLC, where they provide financial planning and portfolio management services to individuals and businesses. Veronica has a wide range of experience in the financial services industry and is committed to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
KY
01/09/2024 - Present
Strategic Wealth Investment Group, LLC (LOUISVILLE KY)
FL
01/02/2018 - 08/30/2018
BB&T SECURITIES, LLC (BOCA RATON FL)
FL
05/26/2017 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (FORT LAUDERDALE FL)
FL
01/13/2016 - 05/17/2017
SUNTRUST INVESTMENT SERVICES, INC. (BOCA RATON FL)
FL
04/09/2014 - 01/14/2016
HSBC SECURITIES (USA) INC. (POMPANO BEACH FL)
FL
12/04/2013 - 03/31/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOYNTON BEACH FL)
FL
06/07/2010 - 11/01/2013
LPL FINANCIAL LLC (FT LAUDERDALE FL)
FL
11/13/2009 - 05/26/2010
PNC INVESTMENTS (DELRAY BEACH FL)
FL
05/18/2007 - 11/13/2009
NATCITY INVESTMENTS, INC. (BOYNTON BEACH FL)
FL
04/05/2004 - 03/30/2007
FIDELITY BROKERAGE SERVICES LLC (WELLINGTON FL)
IL
09/25/2003 - 02/23/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
RI
08/18/2000 - 08/29/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 04/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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