Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gina? Claim Your ProfileGina Bartell is a financial advisor in Sartell, Minnesota with over 20 years of experience in the industry. Gina is a registered investment advisor representative with Dakota Wealth, LLC, and is a Certified Financial Planner. Gina has held positions with a number of other firms throughout her career, including Purshe Kaplan Sterling Investments, Securities Service Network, LLC, Woodbury Financial Services, Inc., Raymond James Financial Services, Inc. and Invest Financial Corporation. Gina is a highly experienced financial advisor who is committed to providing her clients with personalized financial advice.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Outsourced investment advisory services for other advisers; tax preparation/filing
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.
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2
MN
01/02/2024 - Present
Dakota Wealth, LLC (Sartell MN)
MN
08/17/2020 - 02/06/2024
PURSHE KAPLAN STERLING INVESTMENTS (Sartell MN)
MN
11/15/2012 - 08/19/2020
SECURITIES SERVICE NETWORK, LLC (Sartell MN)
MN
10/02/2009 - 11/19/2012
WOODBURY FINANCIAL SERVICES, INC. (WAITE PARK MN)
MN
08/06/2009 - 10/02/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (SAINT CLOUD MN)
MN
06/01/1999 - 08/07/2009
INVEST FINANCIAL CORPORATION (ST. CLOUD MN)
BOTH
Issued 03/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/28/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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