Gisselle Swanson (CRD# 6837505) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Lancaster, CA and has over 6 years of experience in the finance industry.
CRD# 3184578
Citigroup Global Markets Inc.
CRD# 4747932
Thrivent Investment Management Inc.
CRD# 5006996
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Lancaster, CA | Mar 2023 - Current | 1 |
| Wells Fargo Clearing Services, LLC | Stevenson Ranch, CA | Aug 2020 - Mar 2023 | 2 |
| Wells Fargo Clearing Services, LLC | Valencia, CA | Aug 2016 - Aug 2020 | 4 |
| Wells Fargo Bank, Na | Valencia, CA | Mar 2013 - Aug 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2021 |
- CA
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
- 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, VT, WA, WI, WV, WY
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