Unclaimed
Gina Arnold is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., a large, well-established firm with a strong reputation for providing a wide range of investment services to individual and institutional clients. Gina has been in the financial services industry since 2007 and has a strong track record of success. Gina holds the Series 66 and Series 7 licenses and is registered to provide investment advice in over 40 states. Gina specializes in providing financial planning, investment management, and retirement planning 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
OK
03/01/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TULSA OK)
OK
10/30/2008 - 09/13/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (TULSA OK)
OK
04/10/2007 - 10/31/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TULSA OK)
BOTH
Issued 05/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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