Unclaimed
Gina Marie Jung is a financial advisor with over 20 years of experience in the financial industry. Gina has been registered with LPL Financial LLC since November 2009. Before joining LPL Financial LLC, Gina worked with INVEST FINANCIAL CORPORATION, ONB INVESTMENT SERVICES, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Gina holds the Series 7 and Series 66 licenses. Gina specializes in portfolio management for individuals and businesses, financial planning, 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.
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.
Consulting and other non-discretionary advisory services
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
IN
11/30/2009 - Present
LPL Financial LLC (EVANSVILLE IN)
IN
11/30/2005 - 12/01/2009
INVEST FINANCIAL CORPORATION (EVANSVILLE IN)
IN
01/28/2003 - 12/01/2005
ONB INVESTMENT SERVICES, INC. (EVANSVILLE IN)
NY
09/06/2002 - 01/14/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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