Individual Firm
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Gina Cohen
GINA VICTORIA ELLEN, Gina Ellen, GINA V FAMIGLIETTI
CRD#: 6354812
IA
B
CREATIVE PLANNINGCRD#: 105348 3111 Camino Del Rio North, Suite 300
San Diego, CA 92108
San Diego, CA 92108
0
Disclosures
7
Years of Experience
View By:
State Registrations
IA
California 11/12/2024
IA
Registered with this firm since 11/12/2024
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 05/31/2024 - 10/07/2024 | SAN DIEGO, CA | |
B | 06/06/2024 - 10/07/2024 | SAN DIEGO, CA | |
IA | 10/20/2023 - 05/14/2024 | SAN DIEGO, CA | |
IA | 05/14/2021 - 07/07/2023 | CARLSBAD, CA | |
IA | 04/23/2021 - 07/07/2023 | CARLSBAD, CA | |
B | 04/23/2021 - 07/07/2023 | CARLSBAD, CA | |
IA | 12/19/2017 - 03/31/2021 | LA JOLLA, CA | |
B | 12/19/2017 - 03/31/2021 | LA JOLLA, CA | |
IA | 08/18/2017 - 11/24/2017 | San Diego, CA | |
IA | 08/18/2017 - 11/24/2017 | SAN DIEGO, CA | |
B | 08/02/2017 - 11/24/2017 | SAN DIEGO, CA |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.