Giana Hebert has been an investment adviser representative at Flagship Private Wealth since April 2015, and is not listed among the firm’s executive officers or direct owners. Giana Hebert holds a BA in Business Management from Simmons College and a Financial Planning Certificate from Boston University.
Flagship Private Wealth, LLC is a Woburn, MA firm with $447M under management, 601 clients and 4 advisers in one office, as of its August 2026 filing.
Giana Hebert is Financial Advisor of Flagship Private Wealth, based in Woburn, MA. She has been with the firm since its start in 2010. She concentrates on investment management and retirement planning, with a focus on the challenges women face in planning for the future.
Giana Hebert’s longest registration is the current one, 11 years at Flagship Private Wealth since 2015. Before joining Flagship Private Wealth in 2015, Giana Hebert was registered through LPL Financial LLC.
- Flagship Private WealthCurrent– present · 11 yearsWoburn, MA · Adviser representative · Firm CRD 175277
- LPL Financial LLC– · 4 yearsFort Mill, SC · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Giana Hebert is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from April 2015; the most recent is Texas, in October 2021.
- MassachusettsSince 21 April 2015
- TexasResidentSince 4 October 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 18 August 2011 |
| Series 7 | General Securities Representative Examination | 27 July 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Giana C Hebert
- CRD
- 5841873
- Firm
- Flagship Private Wealth · CRD 175277
- Office
- 400 TRADE CENTER - SUITE 4990, Woburn, MA 01801
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2011
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- flagshipprivatewealth.com
Where does Giana Hebert work?
Giana Hebert is an investment adviser representative registered through Flagship Private Wealth, LLC since April 2015, and is not listed among the firm’s executive officers or direct owners.
Is Giana Hebert a financial advisor?
Yes. Giana Hebert has a current investment-adviser registration in Massachusetts and Texas, through Flagship Private Wealth since April 2015.
How many years of experience does Giana Hebert have?
Giana Hebert has 15 years in the financial industry, since July 2011, across 2 adviser firms.
What exams has Giana Hebert passed?
Giana Hebert has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2011. FINRA credited Giana Hebert with the SIE, which began in October 2018.
Where is Giana Hebert based?
Giana Hebert’s registered office is in Woburn, MA.
Is Giana Hebert registered with FINRA?
Yes. Giana Hebert has a current broker registration, under CRD 5841873.
Source: FINRA BrokerCheck
How can I verify Giana Hebert’s record?
Search CRD 5841873 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Giana Hebert’s full registration record.