Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gina? Claim Your ProfileGina Francisco is a financial advisor with LPL Financial LLC. Gina is a CERTIFIED FINANCIAL PLANNER™ professional. Gina has been working in the financial services industry since February 2002. Gina has experience with a variety of financial services including investment advisory and securities brokerage services. Gina has offices in Ocala, FL and Winder, GA. Gina's firm, LPL Financial LLC, has offices across the United States and manages over $463 billion in assets for its clients.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
08/22/2018 - Present
LPL Financial LLC (OCALA FL)
FL
05/12/2016 - 08/20/2018
CETERA INVESTMENT SERVICES LLC (PINELLAS PARK FL)
FL
10/11/2011 - 05/24/2016
LPL FINANCIAL LLC (SPRING HILL FL)
FL
10/31/2006 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (NEW PORT RICHEY FL)
FL
02/05/2002 - 10/31/2006
AMSOUTH INVESTMENT SERVICES, INC. (PORT RICHEY FL)
BOTH
Issued 04/05/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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