Gianluca Triennese (CRD# 6150921) is an Investment Advisor Representative working at Wedbush Securities Inc. in Denver, CO and has over 7 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Wedbush Securities | Los Angeles, CA | Mar 2023 - Current | 1 |
Columbia Southern University | Orange Beach, AL | Nov 2015 - Current | 8 |
Charles Schwab Bank, Ssb | Southlake, TX | Aug 2021 - Mar 2023 | 1 |
Charles Schwab & Company, Inc. | Southlake, TX | May 2021 - Mar 2023 | 1 |
Td Ameritrade | Southlake, TX | Aug 2018 - Mar 2023 | 4 |
Compass Bank | Birmingham, AL | May 2018 - Aug 2018 | < 1 |
Bbva Securities Inc. | Dallas, TX | May 2018 - Aug 2018 | < 1 |
Bbva Compass Insurance Agency Inc. | Austin, TX | May 2018 - Aug 2018 | < 1 |
Bbva Wealth Solutions, Inc. | Dallas, TX | May 2018 - Aug 2018 | < 1 |
1st Global Capital Corp. | Dallas, TX | Nov 2017 - May 2018 | < 1 |
1st Global Advisors, Inc. | Dallas, TX | Nov 2017 - May 2018 | < 1 |
1st Global | Dallas, TX | Nov 2017 - May 2018 | < 1 |
Bbva Wealth Solutions Inc. | Jacksonville, FL | Dec 2016 - Nov 2017 | < 1 |
Bbva Securities Inc. | Jacksonville, FL | Nov 2016 - Nov 2017 | 1 |
Compass Bank | Birmingham, AL | Nov 2016 - Nov 2017 | 1 |
Bbva Compass Insurance Agency, Inc. | Austin, TX | Nov 2016 - Nov 2017 | 1 |
Paninomania Llc Dba Sweets Of Italy | Jacksonville, FL | Apr 2013 - Nov 2016 | 3 |
Merrill Lynch, Pierce, Fenner And Smith Incorporated | Jacksonville, FL | Feb 2016 - Oct 2016 | < 1 |
Merrill Lynch, Pierce, Fenner And Smith Incorporated | Jacksonville, FL | Feb 2016 - Oct 2016 | < 1 |
Bank Of America, N.a. | Jacksonville, FL | Feb 2016 - Oct 2016 | < 1 |
Jpmorgan Securities LLC | Jacksonville, FL | Jan 2013 - Feb 2016 | 3 |
Jpmorgan Chase Bank | Jacksonville, FL | Mar 2012 - Feb 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2016 |
- CA
- CO
- FL
- NY
-
Total Assets Under Management4,502MILLIONS
-
Total Number of Accounts9,055ACCOUNTS
-
Average Account Value$497,178
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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, 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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