Unclaimed
Gina Trofimuk is a financial advisor who has been working in the industry since 1994. Gina is currently registered with Wells Fargo Advisors Financial Network, LLC, a company that has been in business since 1999 and provides a variety of financial services, including investment consulting, financial planning, and portfolio management. Gina has also previously worked with Fidelity Brokerage Services LLC, ScotTrade, Inc., Edward Jones and Merrill Lynch.
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.
Investment consulting services to institutional clients
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.
1
2
IL
06/20/2023 - Present
Wells Fargo Advisors Financial Network, LLC (CHICAGO IL)
IL
09/25/2018 - 06/20/2023
WELLS FARGO CLEARING SERVICES, LLC (CHICAGO IL)
IL
04/29/2015 - 08/27/2018
FIDELITY BROKERAGE SERVICES LLC (ORLAND PARK IL)
IL
09/24/2002 - 04/16/2015
SCOTTRADE, INC. (TINLEY PARK IL)
MO
12/04/2001 - 07/24/2002
EDWARD JONES (ST. LOUIS MO)
MN
10/09/2001 - 12/11/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/09/2001 - 12/11/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
02/23/1994 - 07/16/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/26/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/09/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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