Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gina? Claim Your ProfileGina Marie Accolla is a financial professional with over 25 years of experience in the securities industry. Gina is currently registered with Stifel, Nicolaus & Company, Inc. and has held prior registrations with FIRST EMPIRE SECURITIES, INC. Gina is a Series 7, Series 24, Series 63, Series 66, Series 99TO and SIE licensed professional. Gina holds both a Broker-Dealer (BC) and Investment Advisor (IA) licenses. Gina provides financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles. In addition to Gina's work in the securities industry, Gina is also the owner/sole employee of Creativity Corner Inc. a promotional products distributor.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
05/26/2021 - Present
Stifel, Nicolaus & Company, Inc. (HAUPPAUGE NY)
NY
11/25/1994 - 06/25/2019
FIRST EMPIRE SECURITIES, INC. (HAUPPAUGE NY)
BOTH
Issued 01/21/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 12/07/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Gina Accolla is the right advisor for you? Invested Better is here to help.
