Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gina? Claim Your ProfileGina Palazzo Slayton is a financial advisor at Bartlett & Co. Wealth Management LLC. Gina has been in the industry for over 7 years and has held previous roles at Cambridge Investment Research, Inc., MML Investors Services, LLC, and MSI Financial Services, Inc. Gina specializes in providing financial planning, portfolio management, and insurance solutions to individuals, families, and businesses. Gina holds a Series 66, SIE, and Series 7 license and is a Certified Financial Planner. Gina is also a volunteer board member at Brighton Center.
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.
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.
Credit and cash management solutions; insurance solutions
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
OH
12/08/2023 - Present
Bartlett & Co. Wealth Management LLC (CINCINNATI OH)
KY
07/24/2017 - 03/26/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (Louisville KY)
KY
03/25/2017 - 07/27/2017
MML INVESTORS SERVICES, LLC (LOUISVILLE KY)
KY
05/26/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (LOUISVILLE KY)
BOTH
Issued 07/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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