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Gary Gioglio profile image

Gary Gioglio

Financial Adviser at Penn Mutual
Intro Book
Seasoned financial professional with expertise in retirement benefit strategies and wealth management.
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Location
San Francisco Bay Area, US
Skills
  • Retirement Benefit Strategies
  • Financial Needs Analysis
  • Fee Based Money Management
  • Life Insurance
  • Estate Planning Strategies
  • Show all
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Bio

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Gary Gioglio is a seasoned financial professional with extensive experience in retirement benefit strategies, financial planning, and wealth management. He holds various licenses and certifications, including Series 1, 7, 24, 63, and 65, and has worked with top companies like Penn Mutual and AXA Advisors. With a strong educational background in business administration, Gary has developed expertise in estate planning, life insurance, and equity investments.

Credentials

  • Series 1, 7, 24, 63, 65 & Life and Health
    -

Experience

  • Penn Mutual
    • United States
    • Insurance
    • 700 & Above Employee
    • Financial Adviser
      • Nov 2015 - Present

    • Sales Manager
      • Apr 2015 - Oct 2015

      CA. License# 0525357

  • AXA Advisors,LLC.
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Consultant
      • Oct 1976 - Apr 2015

      Financial Advisor that guides both individuals and businesses to make informed decisions that will achieve their personal financial independence and security at retirement. Prepares clients for life's changes by indentifying, analyze and implement customized tax favored solutions in retirement strategies, risk management, 401(k) investments, estate planning, and financial planning

    • District Manager
      • Dec 2001 - Aug 2003

      Responsible for recruiting and developing a sales team. managed agents and registered representatives to achieve production goals. Conducted weekly meetings to motivate and educate on transferable selling and marketing skills.

  • AXA Advisors,LLC.
    • San Francisco
    • District manager
      • Jun 1981 - Oct 1987
      • San Francisco

Education

  • 1974 - 1976
    State University of New York College at Brockport
    Bachelor's Degree, Business Administration and Management, General
  • 1972 - 1974
    State University of New York at Delhi
    Associate's Degree, Business Administration, Management and Operations
  • State University of New York College at Brockport
  • State University of New York College at Brockport

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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