Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gina? Claim Your ProfileGina Hamblen miles is a registered investment advisor representative with Cbiz Investment Advisory Services, LLC. Gina has been in the financial services industry since 1993. Gina is currently registered with the state of Tennessee. Gina holds the Series 3, Series 7, Series 65, and Series 66 securities licenses. Gina has experience providing financial advice to individuals, corporations, and institutions. Gina is also a sales consultant for BeautyCounter. Gina is a financial advisor who is committed to helping her 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.
Performance reporting, fiduciary services and admnistrative support services
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.
A percentage of assets under advisement
1
2
TN
09/14/2022 - Present
Cbiz Investment Advisory Services, LLC (Memphis TN)
GA
03/05/1998 - 01/03/2002
TRADING SERVICES GROUP, INC. (ATLANTA GA)
IA
Issued 03/15/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/23/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/21/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
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