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MG

Marietta Gilleran

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CRD#: 263252
MG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Marietta Gilleran, who also goes by Maggie Gilleransmith, Maggie Kaiser, Marietta Kaiser, Maggie Smith, was a registered financial professional .

Marietta is a previously registered financial professional and started their career in finance in 1973. Marietta had worked at 7 firms and has passed the Series 63, SIE, Series 55, Series 1, Series 27, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Maggie Gilleransmith | Maggie Kaiser | Marietta Kaiser | Maggie Smith

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 15, 2007 - December 12, 2014

GIRARD SECURITIES, INC.

BD
CRD#: 18697
EL CAJON, CA
Past

November 29, 1989 - March 26, 2008

FOSTER SECURITIES

BD
CRD#: 22113
SAN DIEGO, CA
Past

December 15, 1987 - February 27, 1990

THOMAS GREEN SECURITIES, INC.

BD
CRD#: 571
LOS ANGELES, CA
Past

March 6, 1980 - October 29, 1987

SAN DIEGO SECURITIES INCORPORATED

BD
CRD#: 4136
Past

November 28, 1978 - December 6, 1983

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Past

July 2, 1973 - September 11, 1974

DUPONT WALSTON, INCORPORATED

BD
CRD#: 870
Past

March 6, 1973 - July 2, 1973

DUPONT GLORE FORGAN INC

BD
CRD#: 1000001

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/2/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 4/10/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 1
Date: 3/3/1973
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


GS
GIRARD SECURITIES, INC.
ALLRED RETIREMENT SERVICES | WILLIAM PRITCHARD | VIDA WEALTH PARTNERS | UNITED CAPITAL FINANCIAL ADVISORS | UCFA-FT. LAUDERDALE | UCFA ILLINOIS | UCFA HARVEST GROUP | UCFA - FORT COLLINS | UCFA | TOROSO FINANCIAL GROUP, LLP | TM WEALTH MANAGEMENT SYSTEMS | STRATTON INVESTORS FINANCIAL SERVICES | SNYDER FINANCIAL SERVICES | SILVERBERG & COOK, INC | SHANLEY & ASSOCIATES | SELBY DIAMOND ENTERPRISES, INC. | SCHEER WEALTH | SB WEALTH STRATEGIES | ROLOFF WEALTH MANAGEMENT, INC. | RINCON PACIFIC MANAGEMENT INC. | RETIREMENT SOLUTIONS | RETIREMENT MONEY MANAGEMENT | PROFESSIONAL ADVISORY SERVICES, INC | PROFESSIONAL ADVISORY SERVICES | PREMIER ADVISORS | PEAK FINANCIAL SOLUTIONS | PACIFIC WEALTH MANAGEMENT | PACIFIC CAPITAL ASSOCIATES | OSWALD WEALTH | NEWCASTLE FINANCIAL ADVISORS, INC | MPC ADVISORS | MILITELLO WEALTH MANAGEMENT, LLC | MEYERS FINANCIAL | LEGACY WEALTH MANAGEMENT | LEGACY FINANCIAL ADVISORS | KOCHAN FINANCIAL GROUP | KESTING FINANCIAL SERVICES | HOFFMAN & ASSOCIATES, INC | HARDWORKING CAPITAL | HAP NIELSEN INVESTMENTS | GUY J. LANDOLFI, CPA | GRS FINANCIAL GROUP | GRAND PRAIRIE FINANCIAL | GLEASON FINANCIAL | GIRARD SECURITIES, INC. | FOCUS FINANCIAL GROUP INC. | FINANCIAL PLANNING AND MANAGEMENT CORP. | DE GROOTE FINANCIAL GROUP | COOLEY AND LABAS FINANCIAL ADVISORS | BRIDGE WEALTH MANAGEMENT | BARTNICK FINANCIAL | ASSET ONE LLC

CRD#: 18697 / SEC#: 801-61470, 8-36920

BD
Terminated by SEC on 01/12/2018
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Contact information


Main Address
9560 Waples Street Suite B, San Diego, CA 92121
Mailing Address
Phone number
Established
California since 04/19/1986
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

GIRARD SECURITIES WRAP FEE BROCHURE 20170331 (3/31/2017)

Direct owners and executive officers


NamePositionCRD#
CHARGERS ACQUISITION LLCSHAREHOLDER
BALLARD, JAMES DAVIDVP1714327
BARRAGAN, JOHN ARTHUR IIIPRESIDENT/COO2941942
GRAHAM, LUANNE MARIEADVISORY CCO2310126
HARRISON, BRETT LAMARDIRECTOR4032238
JACOBSEN, BRYAN KB-D CCO, SECRETARY3055957
KLICMAN, SHIRLEY ANNEVP1771713
OLSON, GREGORY ALANASST. SECRETARY2692482
ROGERS, JASON DYLANSENIOR EXECUTIVE VP2641674
SHERROD, TRACI LYNNAVP4321192
SMILEY, STANLEY ROBERTVP3004604
TIETJEN, MARGARET SUSANCHIEF EXECUTIVE OFFICER/ DIRECTOR1294862

Disclosures


Regulatory Event2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GIRARD SECURITIES, INC.

CRD#: 18697

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