Unclaimed
Gina Aguilar is a financial advisor with over 16 years of experience in the financial services industry. Gina is registered with Thrivent Investment Management Inc. and offers financial planning and portfolio management services for individuals. Gina holds a variety of licenses and certifications, including Series 7, 10, 24, 4, 9, 63, 65 and 66. She has worked with clients in a variety of industries, including churches and non-profit sharing retirement accounts, high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. Gina is committed to providing her clients with personalized financial advice that helps them achieve their 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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
IN
08/20/2019 - Present
Thrivent Investment Management Inc. (VALPARAISO IN)
IL
01/10/2012 - 06/15/2012
NYLIFE SECURITIES LLC (LANSING IL)
IL
06/10/2008 - 12/08/2011
THRIVENT INVESTMENT MANAGEMENT INC. (LANSING IL)
IL
07/01/2006 - 05/21/2008
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
IL
02/15/2006 - 07/27/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
07/01/1999 - 07/01/2006
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 07/03/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2007
Series 4 - Registered Options Principal Examination
BC
Issued 06/05/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/06/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/29/2002
Series 24 - General Securities Principal Examination
BC
Issued 06/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/15/2019
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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