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 Palumbo is a financial advisor at Ameriprise Financial Services, LLC. Gina has been in the financial industry since 2005. She is a registered representative and investment advisor representative, and has Series 3, 6, 7, and 63 licenses. Gina has previously worked at MORGAN STANLEY, CITIZENS SECURITIES, INC., LINCOLN FINANCIAL ADVISORS CORPORATION, and OPPENHEIMER & CO. INC. She offers a variety of financial services, including asset allocation services, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
MA
02/03/2022 - Present
Ameriprise Financial Services, LLC (Wellesley MA)
MA
03/26/2018 - 06/28/2021
MORGAN STANLEY (Boston MA)
MA
03/01/2017 - 03/12/2018
CITIZENS SECURITIES, INC. (PEABODY MA)
MA
06/25/2008 - 06/16/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (MEDFORD MA)
MA
03/18/2005 - 05/23/2008
OPPENHEIMER & CO. INC. (BOSTON MA)
MA
04/01/2004 - 03/17/2005
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
IA
Issued 05/22/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/31/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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