Gary GuglielmelloCRD Number: 1829486
Current Firm: Voya Financial Advisors, Inc.
Gary Guglielmello (CRD# 1829486) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Worcester, MA and has over 28 years of experience in the finance industry. Gary Guglielmello has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Journey Financial Planners, LLC
Commonwealth Financial Network
Signator Investors, Inc.
|Voya Financial Advisors, Inc.||Worcester, MA||May 2015 - Current||1|
|American Express Financial Advisors Inc.||Worcester, MA||Aug 2001 - Apr 2015||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1988|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- 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
- 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