Gizem Lesperance, financial advisor Harrisburg PA

Gizem Lesperance

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Gizem Lesperance
Phone Number: 888-528-2987
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    28,326
    MILLIONS
  • Total Number of Accounts
    129,758
    ACCOUNTS
  • Average Account Value
    $218,298
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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