Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gina? Claim Your ProfileGina Lolita Inciong is a financial advisor with over 10 years of experience in the industry. Gina is currently registered with Sorrento Pacific Financial, LLC, and previously held positions with LPL FINANCIAL LLC and UVEST FINANCIAL SERVICES GROUP, INC. Gina is dedicated to providing financial guidance and investment management services to individuals, families, and businesses. She is committed to building long-term relationships with her clients and helping them achieve their financial goals. Gina holds the Series 6, Series 63, and SIE licenses. Gina specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients.
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.
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
CA
02/08/2017 - Present
Sorrento Pacific Financial, LLC (Fremont CA)
CA
11/15/2016 - 02/07/2017
LPL FINANCIAL LLC (FREMONT CA)
CA
05/18/2011 - 11/15/2016
SORRENTO PACIFIC FINANCIAL, LLC (FREMONT CA)
CA
03/23/2006 - 05/23/2011
UVEST FINANCIAL SERVICES GROUP, INC. (FREMONT CA)
BC
Issued 12/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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