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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gina? Claim Your ProfileGina Grandal is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Fort Walton Beach, Florida. Gina has been in the financial industry since 1986 and has a wide range of experience in providing investment advice and portfolio management services to individuals, businesses, and institutions. Gina holds the Series 63, Series 65, Series 7, and SIE licenses. Gina is registered with FINRA and several states, including Texas, Florida, and California, among others. Gina has a proven track record of success in helping clients achieve their financial goals.
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
FL
06/18/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FORT WALTON BEACH FL)
CA
02/23/2000 - 11/08/2000
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
MA
04/01/1998 - 12/13/1999
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NA
03/03/1989 - 04/01/1998
BARNETT INVESTMENTS, INC.
FL
05/22/1986 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
NA
12/22/1987 - 04/15/1989
BARNETT BOND SERVICE, INC.
BC
Issued 07/06/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
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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