Gina G. Wight
Professional summary
Gina Giachetti Wight, who also goes by Gina Marie Giachetti, Gina G Wight, is a registered financial advisor currently at FINANCIAL LIFE PLANNERS located in Tempe, Arizona.
Gina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Gina has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 7, Series 6, Series 24, Series 10, Series 9 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gina Giachetti Wight's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 1, 2020 - Present
FINANCIAL LIFE PLANNERS
Office #1: 2151 E Broadway Suite 203, Tempe, AZ 85282October 28, 2016 - April 2, 2020
MORGAN STANLEY
October 27, 2016 - April 2, 2020
MORGAN STANLEY
October 9, 2012 - November 3, 2016
WADDELL & REED
October 1, 2012 - November 3, 2016
WADDELL & REED
August 23, 2007 - September 28, 2012
FORESTERS FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
FINANCIAL LIFE PLANNERS
CRD#: 129415 / SEC#: 801-127888
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/1/2020)
(5/25/2022)
(7/15/2022)
Exams
Series 7TO
Date: 12/22/2022
General Securities Representative ExaminationCurrent Firm
FINANCIAL LIFE PLANNERS
CRD#: 129415 / SEC#: 801-127888
Contact information
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 788 |
| AUM (Assets Under Management) | $ 174,578,704 |
Red Flags
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