Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gina? Claim Your ProfileGina McCord is an investment advisor representative with Hbks Wealth Advisors, a firm with a focus on providing financial planning and investment management services. Gina has been in the industry since 1994 and is a registered representative in Florida. Gina has a strong track record of success in helping individuals and families 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.
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.
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2
FL
07/13/2023 - Present
Hbks Wealth Advisors (STUART FL)
OH
06/20/2012 - 07/12/2013
FIFTH THIRD SECURITIES, INC. (COLUMBUS OH)
OH
01/15/2010 - 04/09/2012
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
OH
06/01/2009 - 12/19/2009
MORGAN STANLEY SMITH BARNEY (COLUMBUS OH)
OH
07/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (COLUMBUS OH)
OH
12/07/2001 - 08/10/2006
UBS FINANCIAL SERVICES INC. (COLUMBUS OH)
IL
03/13/1995 - 12/14/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
04/06/1994 - 03/01/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/26/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/12/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 05/20/1994
Series 3 - National Commodity Futures Examination
BC
Issued 03/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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