Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gina? Claim Your ProfileGina Sottile is a financial advisor with over 20 years of experience in the industry. Currently, Gina is registered with Oneamerica Securities, Inc. and holds licenses for Series 6, 7, 26, 63, and 66. Prior to joining Oneamerica Securities, Inc., Gina worked for several other firms, including BMO Investment Distributors, LLC and BMO Harris Financial Advisors, Inc. Gina specializes in a variety of financial services, including investment planning, retirement planning, and insurance planning. Gina has a proven track record of success in helping clients achieve their financial goals.
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.
1
2
IN
10/02/2015 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
WI
01/30/2015 - 10/01/2015
BMO INVESTMENT DISTRIBUTORS, LLC (MILWAUKEE, WI)
WI
08/01/2012 - 01/30/2015
BMO HARRIS FINANCIAL ADVISORS, INC. (MILWAUKEE WI)
IL
05/14/2013 - 04/01/2014
M&I DISTRIBUTORS LLC (CHICAGO IL)
WI
05/26/2006 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (MILWAUKEE WI)
WI
09/23/2005 - 04/24/2006
U.S. BANCORP INVESTMENTS, INC. (MILWAUKEE WI)
IL
07/06/2005 - 09/16/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
09/09/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
GA
04/12/2002 - 09/12/2003
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
01/01/1999 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 07/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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