Unclaimed
Gina Kay Nickel is a financial professional at Charles Schwab & Co., Inc. Gina has been in the industry since 2015 and holds both the Series 7 and SIE licenses. Prior to joining Charles Schwab, Gina was also a representative at Charles Schwab. Gina specializes in offering financial planning services and providing referrals for other advisors. Gina is based out of the Lone Tree, Colorado branch of Charles Schwab.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
08/30/2017 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
11/03/2015 - 11/04/2016
CHARLES SCHWAB & CO., INC. (LONE TREE CO)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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