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 Bert-zatto is a financial advisor registered in Connecticut. Gina is currently with Citigroup Global Markets Inc. and has been in the industry since December 16, 2012. Gina has experience at previous firms including KEY INVESTMENT SERVICES LLC, Citizens Securities, Inc., Santander Securities LLC, LPL Financial LLC, Northwestern Mutual Investment Services, LLC, and MetLife Securities Inc. Gina holds FINRA Series 66 and 7 licenses as well as the SIE. Gina provides asset allocation advice, financial planning, portfolio management, and pension consulting.
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.
Asset allocation advice
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
CT
09/14/2022 - Present
Citigroup Global Markets Inc. (Stamford CT)
CT
12/20/2019 - 10/16/2020
KEY INVESTMENT SERVICES LLC (Fairfield CT)
CT
07/26/2016 - 10/30/2019
CITIZENS SECURITIES, INC. (MIDDLETOWN CT)
CT
07/30/2014 - 08/01/2016
SANTANDER SECURITIES LLC (PLAINVILLE CT)
CT
08/02/2012 - 07/21/2014
LPL FINANCIAL LLC (ORANGE CT)
CT
06/26/2012 - 08/03/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WESTPORT CT)
CT
10/07/2010 - 05/09/2012
METLIFE SECURITIES INC. (SHELTON CT)
BOTH
Issued 11/06/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2010
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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