Unclaimed
Gina Grewal is a financial advisor with J.P. Morgan Securities LLC, a firm with over $50 billion in assets under management. Gina has over 13 years of experience in the financial services industry. She is registered to offer securities and investment advisory services in California, Connecticut, Florida, New Jersey, and New York. Gina is also a Series 6, 7, 63, 65, and 66 licensed professional. She has a diverse client base including high-net-worth individuals, insurance companies, pension and profit sharing plans, corporations, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
02/07/2023 - Present
J.p. Morgan Securities LLC (MASSAPEQUA NY)
NY
01/02/2013 - 03/03/2014
REALTY CAPITAL SECURITIES, LLC (NEW YORK CITY NY)
NY
10/31/2002 - 12/18/2012
ING INVESTMENTS DISTRIBUTOR, LLC (NEW YORK NY)
CT
07/11/2001 - 09/23/2002
ING FUNDS DISTRIBUTOR, INC. (WINDSOR CT)
NY
02/02/2000 - 02/01/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 02/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/08/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/20/2023
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gina Grewal is the right advisor for you? Invested Better is here to help.