Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gina? Claim Your ProfileGina Potter Wilson has been working in the financial services industry since 1989 and is a Registered Representative. She is currently affiliated with Integrated Wealth Concepts LLC, a Registered Investment Advisor firm. Gina offers financial planning, portfolio management for individuals, and pension consulting services. She is dedicated to providing personalized financial guidance to help clients achieve their financial goals. Gina holds the Series 7, Series 31, and Series 66 securities licenses as well as the Series 65 investment advisor license. She is also a Chartered Financial Consultant. Gina has a strong track record of success in the financial services industry and is committed to providing her clients with the highest level of service.
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.
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
VA
06/08/2017 - Present
Integrated Wealth Concepts LLC (Fairfax VA)
VA
04/08/2009 - 06/08/2017
WELLS FARGO CLEARING SERVICES, LLC (ANNANDALE VA)
NY
07/31/1998 - 02/03/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
VA
03/31/1994 - 07/31/1998
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
NA
06/24/1991 - 04/08/1994
MNB BROKERAGE ALTERNATIVE, INC.
NY
01/28/1987 - 07/17/1991
MONY SECURITIES CORP. (NEW YORK NY)
NY
01/28/1987 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
NA
10/07/1985 - 10/08/1986
PRINCOR FINANCIAL SERVICES CORPORATION
NA
03/07/1985 - 11/01/1985
IDS MARKETING CORPORATION
NA
11/22/1983 - 04/02/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 04/22/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/06/2002
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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