Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gina? Claim Your ProfileGina Volpacchio is a financial advisor with over 20 years of experience in the industry. Gina is currently registered with J.P. Morgan Securities LLC, a firm with a reputation for providing comprehensive financial services to a diverse range of clients. Gina has experience in providing financial planning, portfolio management for businesses and individuals, as well as selection of other advisors. Prior to joining J.P. Morgan Securities LLC, Gina worked at Chase Investment Services Corp. and BNY Investment Center Inc. Gina holds the Series 6, Series 63, and SIE licenses. Gina is registered to offer financial services in California, Connecticut, and Florida.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CT
10/01/2012 - Present
J.p. Morgan Securities LLC (SOUTHPORT CT)
CT
10/04/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SOUTHPORT CT)
NY
03/24/2006 - 10/04/2006
BNY INVESTMENT CENTER INC. (NEW YORK NY)
NY
06/09/2003 - 09/23/2005
BNY INVESTMENT CENTER INC. (NEW YORK NY)
BC
Issued 07/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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