Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gene? Claim Your ProfileGene Wing is a financial advisor with over 30 years of experience in the industry. He has been registered with Avantax Advisory Services since 2002, and has also worked with Marquette Financial Group, Inc. Gene holds Series 7 and Series 63 securities licenses, as well as a Series 65 investment advisor license. Gene provides financial planning, portfolio management, and investment advice to individuals, businesses, and retirement plans. He is also a licensed insurance agent and provides insurance sales and client services. Gene is committed to helping his clients achieve their financial goals.
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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
ND
03/04/2002 - Present
Avantax Advisory Services (STANLEY ND)
MN
03/23/1988 - 04/01/2002
MARQUETTE FINANCIAL GROUP, INC. (MINNEAPOLIS MN)
IA
Issued 03/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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