Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ginger? Claim Your ProfileGinger Cheryl Montagna is a financial advisor with Raymond James Financial Services Advisors, Inc. in Woodcliff Lake, NJ. Ginger has been in the financial services industry since 1997 and has experience with a variety of clients, including individuals, corporations, and charitable organizations. Ginger is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). She is also licensed to sell securities in several states, including Arizona, California, Florida, Georgia, Illinois, Indiana, Kansas, Louisiana, Minnesota, Missouri, Nevada, New Jersey, New York, Pennsylvania, Texas, Virginia, and Wisconsin. Ginger's specializations include financial planning, portfolio management, and investment advisory services. She 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.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NJ
10/25/2021 - Present
Raymond James Financial Services Advisors, Inc. (Woodcliff Lake NJ)
NJ
12/09/2011 - 11/16/2021
MORGAN STANLEY (Paramus NJ)
NJ
10/31/1997 - 12/13/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GLEN ROCK NJ)
MI
10/23/1995 - 04/09/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 10/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/16/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 2/28/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/5/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 7/23/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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