Unclaimed
Gina Gianni Harbison is a financial advisor with Robert W. Baird & Co. Inc., based in Pittsburgh, Pennsylvania. Gina has been in the financial services industry since 1999. Gina has experience working with various clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and insurance companies. Gina has a wide range of experience in financial planning, portfolio management, and other advisory services.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
PA
10/21/2022 - Present
Robert W. Baird & Co. Inc. (Pittsburgh PA)
PA
03/14/2013 - 10/21/2022
HEFREN-TILLOTSON, INC. (PITTSBURGH PA)
PA
06/01/2009 - 04/02/2013
MORGAN STANLEY (UPPER ST. CLAIR PA)
PA
12/12/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (UPPER ST. CLAIR PA)
PA
04/15/2005 - 07/06/2006
MORGAN STANLEY DW INC. (PITTSBURG PA)
NY
07/26/2004 - 04/26/2005
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NY
09/20/2002 - 07/27/2004
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/24/2001 - 09/11/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/11/2000 - 04/10/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
RI
07/01/1999 - 04/04/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 10/22/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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