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 Duryea is a financial advisor registered with Osaic Wealth, Inc. Gina has been working in the financial industry since 1991 and is licensed to offer advisory services in multiple states. Gina specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Gina is also a licensed insurance agent and offers fixed annuity, life and LTC sales to meet the needs of clients.
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.
A percentage of the total value of assets under management is charged.
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2
CO
06/14/2024 - Present
Osaic Wealth, Inc. (EVERGREEN CO)
CA
06/22/2016 - 06/14/2024
SECURITIES AMERICA, INC. (FOLSOM CA)
CA
07/18/2008 - 06/23/2016
CETERA ADVISOR NETWORKS LLC (RANCHO CORDOVA CA)
CA
04/12/1991 - 11/06/2008
PENSION PLANNERS SECURITIES, INC. (SACRAMENTO CA)
BC
Issued 03/27/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/25/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2009
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 02/16/1994
Series 2 - Non-Member General Securities Examination
BC
Issued 04/10/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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