Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gina? Claim Your ProfileGina O'Callaghan is a financial advisor in CAMARILLO, CA. Gina has been in the industry since 1997 and currently works for Cuso Financial Services, LP. Gina holds the following licenses: Series 6, Series 7, Series 63, and Series 65. Gina also has experience working for WELLS FARGO ADVISORS, LLC, ATLAS SECURITIES, LLC, BANC OF AMERICA INVESTMENT SERVICES, INC., and BA INVESTMENT SERVICES, INC.. Gina has worked with various types of clients, including individuals, families, trusts, and businesses. Gina provides financial planning services, including retirement planning, college savings planning, and estate planning. Gina also offers investment management services, including portfolio management and investment research.
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
CA
07/17/2012 - Present
Cuso Financial Services, LP (CAMARILLO CA)
CA
02/01/2007 - 07/17/2012
WELLS FARGO ADVISORS, LLC (CAMARILLO CA)
CA
11/08/1999 - 02/01/2007
ATLAS SECURITIES, LLC (THOUSAND OAKS CA)
MA
07/12/1999 - 05/31/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
07/22/1997 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
IA
Issued 10/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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