Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Georgina? Claim Your ProfileGeorgina Ting ting Man is a financial professional with over 14 years of experience in the industry. Georgina is currently registered with Wells Fargo Clearing Services, LLC as an Investment Advisor Representative (IAR) and is also licensed as a Registered Representative (RR). She holds a variety of licenses and registrations, including Series 6, 7, 63, and 66. Previously, Georgina has held positions with Fidelity Brokerage Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and J.P. Morgan Securities LLC.
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.
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.
Investment consulting services to institutional clients
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.
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2
VA
02/15/2024 - Present
Wells Fargo Clearing Services, LLC (GREAT FALLS VA)
VA
04/12/2022 - 05/23/2023
FIDELITY BROKERAGE SERVICES LLC (ASHBURN VA)
VA
07/02/2020 - 03/15/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LEESBURG VA)
NY
10/01/2012 - 05/06/2020
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
01/12/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
BOTH
Issued 05/31/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/09/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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