Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gina? Claim Your ProfileGina Gaboian Frey is a financial advisor with Wilmington Trust Investment Advisors, Inc. Gina has been in the industry since 2001 and has a wide range of experience working with a variety of clients. Gina specializes in providing financial advice to individuals, businesses, investment companies, pension plans, and charitable organizations. Gina has a Series 7, Series 31, and Series 66 license and has a SIE designation. Before working at Wilmington Trust Investment Advisors, Inc. Gina worked for People's Securities, Inc., TD Private Client Wealth LLC, Citizens Securities, Inc., TD Ameritrade, Inc., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, UBS Financial Services Inc., Banc of America Investment Services, Inc., CCO Investment Services Corp., RBC Dain Rauscher Inc., and Tucker Anthony Incorporated.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation, economic analysis and capital markets forecasting, lease advisory staff to affiliates
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.
1
2
CT
09/11/2024 - Present
Wilmington Trust Investment Advisors, Inc. (Bridgeport CT)
NH
01/25/2022 - 09/07/2022
PEOPLE'S SECURITIES, INC. (Manchester NH)
NH
06/21/2017 - 03/13/2020
TD PRIVATE CLIENT WEALTH LLC (CONCORD NH)
MA
11/28/2016 - 03/17/2017
CITIZENS SECURITIES, INC. (NO. WALTHAM MA)
NH
05/11/2010 - 10/04/2016
TD AMERITRADE, INC. (BEDFORD NH)
NH
06/01/2009 - 04/27/2010
MORGAN STANLEY SMITH BARNEY (MANCHESTER NH)
NH
09/26/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MANCHESTER NH)
NH
10/12/2007 - 10/03/2008
UBS FINANCIAL SERVICES INC. (MANCHESTER NH)
NH
08/24/2006 - 08/23/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (EXETER NH)
RI
07/26/2004 - 05/11/2005
CCO INVESTMENT SERVICES CORP. (JOHNSTON RI)
NJ
02/25/2003 - 07/23/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
03/09/2002 - 02/05/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
08/28/2001 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
BOTH
Issued 03/19/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Gina Frey is the right advisor for you? Invested Better is here to help.
