Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gina? Claim Your ProfileGina Hurford is a financial advisor with Fidelity Personal and Workplace Advisors. Gina has been in the financial services industry since 2009. Gina has Series 7, Series 63, Series 66, and SIE licenses and is also a Certified Financial Planner. Gina has previous experience at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and CHRISTOPHER WEIL & COMPANY, INC.. Gina is currently registered with the states of Texas and California.
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.
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.
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.
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2
CA
12/02/2020 - Present
Fidelity Personal AND Workplace Advisors (SAN FRANCISCO CA)
CA
06/12/2014 - 10/12/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SAN FRANCISCO CA)
CA
05/22/2008 - 06/21/2011
CHRISTOPHER WEIL & COMPANY, INC. (SAN DIEGO CA)
BC
Issued 06/02/2014
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/18/2008
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
N
New York Stock Exchange
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