Stephen Gigliotti (CRD# 3063688) is an Investment Advisor Representative working at Bmo Nesbitt Burns Securities Ltd. in Toronto, Ontario, and has over 21 years of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bmo Nesbitt Burns Securities | Chicago, IL | Jul 2020 - Current | 3 |
| Bmo Harris Financial Group | Chicago, IL | May 2018 - Aug 2021 | 3 |
| Bmo Nesbitt Burns Securities Ltd. | Chicago, IL | May 2018 - Jul 2020 | 2 |
| J.p. Morgan Securities Inc. | Chicago, IL | Jul 2006 - May 2018 | 11 |
| J.p. Morgan Chase Bank, Na | Chicago, IL | Jul 2006 - May 2018 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2003 |
- IL
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Total Assets Under Management661MILLIONS
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Total Number of Accounts914ACCOUNTS
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Average Account Value$723,098
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, MA, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA
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