Gizem LesperanceCRD Number: 6531756
Current Firm: Cetera Investment Advisers LLC
Gizem Lesperance (CRD# 6531756) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Harrisburg, PA and has over 5 years of experience in the finance industry.
Thrivent Investment Management Inc.
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|First National Bank Of Pa||Harrisburg, PA||Sep 2021 - Current||< 1|
|Cetera Investment Advisers LLC||Harrisburg, PA||Sep 2021 - Current||< 1|
|Cetera Investment Services LLC||St Cloud, MN||Sep 2021 - Current||< 1|
|Citizens Securities Inc.||Camp Hill, PA||Jun 2021 - Aug 2021||< 1|
|Citizens Securities Inc.||Camp Hill, PA||Dec 2017 - Jun 2021||3|
|Citizens Bank||Camp Hill, PA||Dec 2017 - Jun 2021||3|
|Citizens Securities, Inc.||York, PA||Mar 2017 - Dec 2017||< 1|
|Citizens Bank||Camp Hill, PA||Dec 2012 - Dec 2017||5|
|Belco Credit Union||Mechanicsburg, PA||Mar 2011 - Sep 2012||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2016|
|S65||NASAA Investment Advisors Law Examination||Jun 2017|
Total Assets Under Management28,326MILLIONS
Total Number of Accounts129,758ACCOUNTS
Average Account Value$218,298
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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