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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gena? Claim Your ProfileGena Korotkov is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Gena has been in the industry for over 18 years. Gena is registered with the Securities and Exchange Commission (SEC) and holds the Series 66, Series 9, Series 10, SIE, and Series 7 licenses. Gena has 53 approved state registrations and is active in both broker-dealer and investment advisor roles. Gena has experience in providing services to individuals, businesses, charitable organizations, insurance companies, investment companies, pension and profit-sharing plans, banking or thrift institutions, and state or municipal government entities. Gena also holds a license in Texas. Gena's other business activities include managing a property in Jacksonville, Florida.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
08/18/2004 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JACKSONVILLE FL)
BOTH
Issued 08/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/20/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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