Unclaimed
Ginny Fletcher is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Ginny has been in the financial industry for over 6 years and holds Series 7TO, Series 66 and SIE licenses. Ginny has experience with a variety of clients including high-net-worth individuals, corporations and pension and profit-sharing plans. Previously, Ginny was employed at Navy Federal Investment Services, LLC.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
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2
SC
11/07/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MOUNT PLEASANT SC)
SC
11/08/2021 - 09/05/2024
NAVY FEDERAL INVESTMENT SERVICES, LLC (NORTH CHARLESTON SC)
BOTH
Issued 05/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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