Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gena? Claim Your ProfileGena Mayer is an active registered representative with UMB Financial Services, Inc. Gena has been in the securities industry since July 25, 1987. Gena is currently licensed in Florida, Illinois, Kansas, Missouri, Pennsylvania and Utah. Gena's previous employer was BOATMEN'S INVESTMENT SERVICES, INC. Gena's specializations include Investment Management, Financial Planning and Retirement Planning. Gena holds the Series 63, Series 7, and SIE licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
MO
11/22/1995 - Present
UMB Financial Services, Inc. (ST. LOUIS MO)
MO
06/03/1987 - 09/29/1995
BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)
BC
Issued 09/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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