Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gina? Claim Your ProfileGina Costa is a financial advisor who is registered with both the Securities and Exchange Commission and the state of Massachusetts. Gina is currently employed by Fidelity Personal and Workplace Advisors, a firm with over 15,000 employees. She has been in the industry since 2007 and has a wide range of experience working with individuals and institutions. She is a licensed securities representative and also holds a Series 66 license. Gina is committed to providing personalized financial advice and helping her clients reach their financial goals. Gina is also registered in 53 states and offers financial planning and portfolio management services. She is also available to conduct educational seminars and select other advisors for 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.
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.
1
2
MA
05/19/2019 - Present
Fidelity Personal AND Workplace Advisors (MATTAPOISETT MA)
RI
12/05/2006 - 01/04/2019
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 06/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Gina Costa is the right advisor for you? Invested Better is here to help.
