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 Mann is a financial advisor currently registered with Cambridge Investment Research Advisors, Inc., a firm headquartered in Fairfield, Iowa. Gina has been in the financial services industry since 2002, and her expertise includes financial planning, portfolio management, and pension consulting. Gina holds Series 6 and 63 licenses, along with the SIE exam certification. Gina has a strong client base in several states, including New York, Connecticut, Florida, Georgia, Louisiana, New Jersey, Oregon, Pennsylvania, and Virginia.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NY
09/06/2024 - Present
Cambridge Investment Research Advisors, Inc. (Wappingers Falls NY)
NY
09/30/2002 - 01/02/2015
CETERA FINANCIAL SPECIALISTS LLC (WAPPINGERS FALLS NY)
BC
Issued 10/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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