Gino Poli (CRD# 6945254) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Chicago, IL and has over 5 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| A.g.p. / Alliance Global Partners | Chicago, IL | Feb 2021 - Current | 3 |
| J.p. Morgan Securities LLC | Glen Elyn, IL | Oct 2019 - Feb 2021 | 1 |
| Jpmorgan Chase Bank, N.a. | Glen Elyn, IL | Sep 2019 - Feb 2021 | 1 |
| Engs Commercial Finance Company | Itasca, IL | Jul 2019 - Aug 2019 | < 1 |
| Axa Advisors | New York, NY | Aug 2018 - Jun 2019 | < 1 |
| Axa Advisors, LLC | New York, NY | May 2018 - Jun 2019 | 1 |
| Lpl Fibonacci Wealth Alliance | Bloomington, IL | Jan 2017 - May 2018 | 1 |
| Illinois State University | Normal, IL | Aug 2016 - May 2018 | 1 |
| Mcdonald's (randstad) | Oak Brook, IL | Dec 2016 - Apr 2017 | < 1 |
| Mcdonald's (randstad) | Oak Brook, IL | May 2016 - Aug 2016 | < 1 |
| Fort Lewis College | Durango, CO | Jan 2015 - May 2016 | 1 |
| Loyola University | Chicago, IL | Aug 2014 - Dec 2014 | < 1 |
| Aquascape Inc. | St. Charles, IL | Jun 2012 - Aug 2014 | 2 |
| Bartlet High School | Bartlett, IL | May 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
- IL
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Total Assets Under Management1,321MILLIONS
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Total Number of Accounts5,220ACCOUNTS
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Average Account Value$252,983
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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