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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 Kovatch is an investment advisor representative with Oakmont Capital Management, LLC. Gina has been working in the securities industry since January 2002. Gina is registered with the state of Pennsylvania as an Investment Advisor Representative. Gina has a Series 6, 7, 63 and 65 licenses. Gina is also a Series SIE licensed professional. Gina has specialized experience in the areas of Financial Planning, Pension Consulting, Selection of other Advisers, Portfolio Management for Businesses, Portfolio Management for Individuals and Portfolio Management for Pooled Investment Vehicles.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
12/09/2016 - Present
Oakmont Capital Management, LLC (OAKMONT PA)
PA
01/28/2002 - 12/01/2016
TRUSTMONT FINANCIAL GROUP, INC. (GREENSBURG PA)
IA
Issued 12/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/25/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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