Giana D'alessandroCRD Number: 6995882
Current Firm: Equitable Advisors, LLC
Giana D'alessandro (CRD# 6995882) is an Investment Advisor Representative working at Equitable Advisors, LLC in Wall Township, NJ and has over 3 years of experience in the finance industry.
Main Street Financial Solutions, LLC
Prudential Financial Planning Services
Ameriprise Financial Services, LLC
|Equitable Advisors, LLC||New York, NY||Feb 2019 - Current||3|
|Axa Advisors, LLC||New York, NY||Feb 2019 - Jun 2020||1|
|Monmouth University||West Long Brang, NJ||Sep 2014 - Jan 2019||4|
|Saddle Brook High School||Saddle Brook, NJ||Sep 2010 - Aug 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2019|
Total Assets Under Management24,117MILLIONS
Total Number of Accounts74,518ACCOUNTS
Average Account Value$323,635
- 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, 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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