Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gino? Claim Your ProfileGino Colangelo is a financial advisor with over 25 years of experience in the industry. Gino is a registered representative with Robert W. Baird & Co. Inc. and has held previous roles with UBS PaineWebber Inc., J.C. Bradford & Co., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Gino is licensed to provide financial advice in several states and holds Series 7, Series 63, and Series 65 licenses. Gino specializes in a range of investment services including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Gino is also a Board Member of St. Francis Seraph Ministries.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
OH
01/04/2017 - Present
Robert W. Baird & Co. Inc. (Cincinnati OH)
NJ
08/14/2000 - 12/03/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
09/10/1999 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NY
07/14/1997 - 09/21/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Gino Colangelo is the right advisor for you? Invested Better is here to help.
