Gigi K. Szekely
Professional summary
Gigi Klara Szekely, who also goes by Gigi Klara Szekely, Gigi Klara Szekely-hugo, Gigi Szekely, is a registered financial professional currently at STONEX FINANCIAL INC. located in Winter Park, Florida and STONEX SECURITIES INC. located in Winter Park, Florida.
Gigi is registered as a RR (Registered Representative) and started their career in finance in 1996. Gigi has worked at 11 firms and has passed the Series 63, Series 52TO, Series 79TO, Series 99TO, SIE, Series 7, Series 6, Series 14, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Gigi Klara Szekely's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 7, 2020 - Present
STONEX FINANCIAL INC.
Office #1: 329 Park Avenue North Suite 350, Winter Park, FL 32789January 7, 2020 - Present
STONEX SECURITIES INC.
Office #1: 329 Park Avenue N. Suite 350, Winter Park, FL 32789September 4, 2025 - Present
R.J. O'BRIEN SECURITIES, LLC
Office #1: 329 Park Avenue North Suite 350, Winter Park, FL 32789October 12, 2022 - December 31, 2024
STONEX OUTSOURCED SERVICES LLC
July 14, 2016 - January 12, 2017
CLARK SECURITIES, INC.
June 1, 2016 - January 21, 2020
NEWPORT GROUP SECURITIES, INC.
October 29, 2004 - September 23, 2014
EATON VANCE DISTRIBUTORS, INC.
April 1, 2003 - June 27, 2003
SCUDDER FINANCIAL SERVICES, INC.
February 11, 2003 - October 21, 2004
DEAM INVESTOR SERVICES, INC.
February 11, 2003 - October 21, 2004
DWS DISTRIBUTORS, INC.
April 4, 2000 - December 21, 2001
DWS DISTRIBUTORS, INC.
May 11, 1999 - December 21, 2001
DEAM INVESTOR SERVICES, INC.
February 16, 1996 - April 20, 1999
MELLON FUNDS DISTRIBUTOR, L.P.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/3/2024)
(1/7/2020)
(1/7/2020)
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Nasdaq Stock Market
Current Firm
R.J. O'BRIEN SECURITIES, LLC
CRD#: 143624 / SEC#: , 8-67587
Contact information
FINRA licenses (30 States and Territories)
Red Flags
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