Unclaimed
Gino Lavorgna is a financial advisor who has been in the industry since 2017. Currently, Gino is registered with Florida Financial Advisors, LLC, and has been with them since September 2019. Previously, Gino was registered with IFS Securities, Inc. and Purshe Kaplan Sterling Investments. Gino is licensed in Florida and Texas, and holds Series 6, Series 26, and SIE licenses. Gino specializes in financial planning, portfolio management, and selection of other advisors.
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.
2% of net worth or assets for financial planning clients
1
2
FL
05/03/2023 - Present
Florida Financial Advisors, LLC (Tampa FL)
FL
04/05/2018 - 02/25/2019
IFS SECURITIES (Tampa FL)
FL
06/06/2017 - 03/27/2018
PURSHE KAPLAN STERLING INVESTMENTS (Tampa FL)
IA
Issued 05/19/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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