Veronica Gillotte (CRD# 4236825) is an Investment Advisor Representative working at Strategic Wealth Investment Group, LLC in Louisville, KY and has over 23 years of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
Company Name | Location | Dates | Years |
---|---|---|---|
Strategic Wealth Designers | Louisville, KY | Aug 2021 - Current | 2 |
Veronica Gillotte | Boca Raton, FL | Apr 2019 - Aug 2021 | 2 |
Aragon Capital LLC | Fort Lauderdale, FL | Jul 2019 - May 2021 | 1 |
Fellowship Of Christian Athletes | Boca Raton, FL | Feb 2019 - Apr 2020 | 1 |
Unemployed | Boca Raton, FL | Sep 2018 - Mar 2019 | < 1 |
Bb&t Securities, LLC | Boca Raton, FL | Jan 2018 - Aug 2018 | < 1 |
Bb&t Investment Services | Boca Raton, FL | May 2017 - Jan 2018 | < 1 |
Suntrust Advisory Services | Atlanta, GA | Aug 2016 - May 2017 | < 1 |
Suntrus Investment Services Inc. | Boca Raton, FL | Feb 2016 - Dec 2016 | < 1 |
Hsbc Securities Inc. | Boca Raton, FL | Apr 2014 - Jan 2016 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2000 |
S66 | NASAA Uniform Combined State Law Examination | Apr 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- KY
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Total Assets Under Management901MILLIONS
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Total Number of Accounts22,963ACCOUNTS
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Average Account Value$39,227
- 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
- Educational seminars/workshops
AR, AZ, CA, CO, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NE, NV, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI
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