Jillian Gisoni (CRD# 7117517) is an Investment Advisor Representative working at Santori & Peters in Monroeville, PA and has over 3 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Santori & Peters | Monroeville, PA | Sep 2023 - Current | < 1 |
| Fortune Financial Services | Monaca, PA | Oct 2021 - Aug 2023 | 1 |
| Dwd Portfolio Solutions, Inc. | Pittsburgh, PA | Sep 2021 - Aug 2023 | 1 |
| Northwestern Mutual Investment Services LLC | Mc Murray, PA | Jun 2020 - Sep 2021 | 1 |
| Anthony L. Mastro Clu | Pittsburgh, PA | May 2019 - Sep 2021 | 2 |
| Saint Vincent College | Latrobe, PA | Aug 2016 - May 2020 | 3 |
| Saint Vincent College Athletic Department | Latrobe, PA | Sep 2018 - Mar 2020 | 1 |
| Northwest Bank | Canonsburg, PA | Jul 2018 - Feb 2019 | < 1 |
| Unemployed | Mcmurray, PA | Jun 2016 - Aug 2016 | < 1 |
| Seton La-salle Catholic High School | Pittsburgh, PA | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2020 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- OH
- PA
-
Total Assets Under Management330MILLIONS
-
Total Number of Accounts741ACCOUNTS
-
Average Account Value$445,684
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
FL, NC, OH, PA, TX
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