Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gina? Claim Your ProfileGina Theresa Gillespie is an investment advisor representative with Fidelity Personal AND Workplace Advisors. Gina has been in the industry since February 10, 2007, and is licensed to conduct business in 27 states and 2 jurisdictions. Gina holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Gina has previously worked at JOHN HANCOCK DISTRIBUTORS LLC and JOHN HANCOCK FUNDS, LLC. Gina specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Gina is committed to providing her clients with personalized financial advice and guidance.
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.
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.
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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MA
06/27/2011 - 04/10/2012
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
12/06/2010 - 04/10/2012
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
01/26/2007 - 12/15/2010
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
IA
Issued 07/24/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/25/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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