Unclaimed
Gina R. Chironis is an Investment Advisor Representative at Apella Wealth with over 14 years of experience. Gina is a Personal Financial Specialist and holds the Series 65 license. She specializes in financial planning and portfolio management for individuals and families. Gina's focus is on providing personalized advice and strategies to help clients achieve their financial goals. She is committed to providing her clients with a high level of service and is dedicated to helping them build a secure and prosperous financial future.
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.
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.
A percentage of the total value of assets under management is charged.
Fee for financial planning services. fees for technology.
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CA
04/05/2023 - Present
Apella Wealth (Irvine CA)
IA
Issued 12/17/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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