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GG

Gillian Giorgio

COREBRIDGE CAPITAL SERVICES
Woodland Hills, CA 91367
Some features on this profile are disabled
CRD#: 5454293
GG

Professional summary

Gillian Giorgio is a registered financial professional currently at COREBRIDGE CAPITAL SERVICES, INC. located in Woodland Hills, California.

Gillian is registered as a RR (Registered Representative) and started their career in finance in 2008. Gillian has worked at 5 firms and has passed the Series 63, Series 65, Series 6TO, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.
LSPN Pro, LLC / 0722-Present / Investment Related: No /100 N. State Street, Ste B, Lindon, UT 84042 / Independent Rep / Refer potential clients/ Hrs. Work Monthly: 4 / Sec Trading Hrs.: 1 / Client communications, Marketing, and referring potential clients Dynamic Expansion/ 0519-Present/ Investment Related: No / 2629 Foothill Blvd, Suite #212, La Crescenta, Ca 91214/Marketing Rep/ Marketing and Event Company/ Hrs Work Monthly: 10/ Sec Trading Hrs: 0 / Occasional only for marketing needs NetLaw / 0116-Present/ Investment Related: No /12910 Shelbyville Rd. Louisville, KY 40243 / Consultant / Law office / hrs work monthly: 1 / Sec trading hrs: 0 / Occasional referral of clients

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Gillian Giorgio's CRS (Customer Relationship Summary).

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

Current

September 29, 2025 - Present

COREBRIDGE CAPITAL SERVICES, INC.

Office #1: 21650 Oxnard Avenue Suite 750, Woodland Hills, CA 91367
BD
CRD#: 13158
Woodland Hills, CA
Past

September 13, 2025 - September 19, 2025

BALANCED SECURITY PLANNING, INC.

BD
CRD#: 4038
NEWPORT BEACH, CA
Past

May 24, 2024 - September 3, 2025

SUMMIT GLOBAL INVESTMENTS, LLC

RIA
CRD#: 157091
Menifee, CA
Past

August 22, 2022 - March 20, 2023

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
FULLERTON, CA
Past

January 6, 2012 - March 20, 2023

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
FULLERTON, CA
Past

March 19, 2008 - January 6, 2012

WORLD GROUP SECURITIES, INC.

BD
CRD#: 114473
WESTLAKE VILLAGE, CA

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(9/29/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 9/8/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 8/22/2022
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 9/12/2025
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 3/18/2008
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CC
COREBRIDGE CAPITAL SERVICES, INC.
AIG CAPITAL SERVICES, INC. | SUNAMERICA CAPITAL SERVICES, INC. | INTEGRATED RESOURCES CAPITAL SERVICES, INC. | INTEGRATED CAPITAL SERVICES, INC. | COREBRIDGE CAPITAL SERVICES, INC. | AIG SUNAMERICA CAPITAL SERVICES, INC.

CRD#: 13158 / SEC#: , 8-28733

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information

Main Address
30 Hudson Street 16th Floor, Jersey City, NJ 07302
Mailing Address
30 Hudson Street 16th Floor, Jersey City, NJ 07302
Phone number
(201) 324-6300
Established
Delaware since 11/05/1982
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
SUNAMERICA ASSET MANAGEMENT, LLC.SHAREHOLDER
BURNETTE, CYNTHIA LEACHIEF FINANCIAL OFFICER1863103
FORTEY, MICHAELCHIEF COMPLIANCE OFFICER2304969
NASTA, CHRISTINA MARIEPRESIDENT2736888

Disclosures

Regulatory Event1

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

COREBRIDGE CAPITAL SERVICES, INC.

CRD#: 13158Woodland Hills, CA 91367

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