Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gina? Claim Your ProfileGina Stoltz is a financial advisor who has been working in the industry since December 1991. Gina is currently registered with Cetera Investment Advisers LLC and has been with the firm since April 2024. Gina is also registered with the state of Louisiana as an investment advisor representative. Before Cetera, Gina has worked with several firms in the industry, including PRUCO SECURITIES, LLC, W&S BROKERAGE SERVICES, INC., NYLIFE SECURITIES LLC, and NYLIFE DISTRIBUTORS LLC. Gina has a diverse background in the financial industry and has a strong understanding of the investment markets. Gina is committed to providing her clients with personalized financial advice and investment solutions that meet their individual needs.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
LA
05/15/2024 - Present
Cetera Investment Advisers LLC (NEW ORLEANS LA)
LA
04/06/2021 - 04/24/2024
PRUCO SECURITIES, LLC. (Metairie LA)
LA
02/18/2020 - 02/24/2021
W&S BROKERAGE SERVICES, INC. (Metairie LA)
LA
10/24/2019 - 12/05/2019
NYLIFE SECURITIES LLC (NEW ORLEANS LA)
LA
04/28/2010 - 10/28/2019
NYLIFE DISTRIBUTORS LLC (Mandeville LA)
LA
10/06/2004 - 04/27/2010
NYLIFE SECURITIES LLC (NEW ORLEANS LA)
LA
11/30/1999 - 05/21/2004
HANCOCK INVESTMENT SERVICES, INC. (NEW ORLEANS LA)
VA
09/19/1996 - 12/21/1999
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
TX
03/15/1996 - 09/16/1996
TRADESTAR INVESTMENTS,INC. (HOUSTON TX)
VA
12/13/1991 - 12/19/1995
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
03/18/1991 - 12/11/1991
FINANCIAL HORIZONS SECURITIES CORPORATION
BOTH
Issued 11/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/1/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/15/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/6/1999
Series 7 - General Securities Representative Examination
BC
Issued 3/15/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gina Stoltz is the right advisor for you? Invested Better is here to help.
