Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gina? Claim Your ProfileGina Kim Seid is a financial advisor at Morgan Stanley. Gina has been in the financial services industry since 2017. Gina is registered with the state of California and Texas, as well as the Financial Industry Regulatory Authority (FINRA). Gina holds the Series 7 and Series 66 licenses, as well as the Securities Industry Essentials (SIE) exam. Gina has previously worked at Wells Fargo Clearing Services, LLC and First Republic Securities Company, LLC. Gina specializes in asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisers.
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.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
CA
08/18/2023 - Present
Morgan Stanley (Newport Beach CA)
CA
05/03/2023 - 07/24/2023
WELLS FARGO CLEARING SERVICES, LLC (BEVERLY HILLS CA)
CA
03/03/2023 - 05/23/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (LOS ANGELES CA)
CA
10/11/2017 - 03/27/2023
MORGAN STANLEY (Los Angeles CA)
BOTH
Issued 12/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2017
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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