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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 Marie Clark is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. with over 9 years of experience in the industry. She has held previous roles at Hightower Securities, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Gina is registered in 24 states and has passed both the Series 7 and Series 65 exams. She specializes in working with individuals, corporations, pension and profit-sharing plans, insurance companies, charitable organizations, and state or municipal government entities. Gina's focus is to provide customized financial advice to help 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
NY
10/18/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
CA
06/16/2014 - 06/01/2020
HIGHTOWER SECURITIES, LLC (FOLSOM CA)
CA
11/08/2011 - 06/16/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SACRAMENTO CA)
BC
Issued 10/13/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/07/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2011
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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