Unclaimed
Gina McWhorter is a financial advisor currently affiliated with Osaic Wealth, Inc. located in Mobile, AL. Gina has been in the financial services industry since August 9, 1988, and holds licenses in both Alabama and Indiana. Gina is also a Certified John Maxwell Team Member, and provides leadership development, professional skills, and personal growth coaching in addition to her financial advising 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.
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
AL
01/19/2024 - Present
Osaic Wealth, Inc. (MOBILE AL)
AL
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (MOBILE AL)
AL
09/16/2011 - 03/01/2019
QUESTAR CAPITAL CORPORATION (MOBILE AL)
IN
01/16/2008 - 09/16/2011
NATIONAL PLANNING CORPORATION (INDIANAPOLIS IN)
IN
11/12/2003 - 01/18/2008
H&R BLOCK FINANCIAL ADVISORS, INC. (INDIANAPOLIS IN)
FL
03/02/1999 - 11/06/2003
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NJ
07/28/1994 - 03/05/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MA
02/25/1993 - 01/01/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/25/1993 - 01/01/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NA
08/30/1982 - 10/14/1987
EQUICO SECURITIES, INC.
NA
08/30/1982 - 08/13/1987
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 06/12/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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