Gina Barcello-Reed, financial advisor Ship Bottom NJ
78 score

Gina Barcello-Reed

CRD Number: 6158034
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Gina Barcello-Reed (CRD# 6158034) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ship Bottom, NJ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America N.a. Toms River, NJ Dec 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Toms River, NJ Jul 2014 - Current 2
Jpmorgan Securities LLC Warwick, NY Jan 2013 - Jun 2014 1
Chase Bank Na Toms River, NJ Apr 2012 - Jun 2014 2
Td Bank Paramus, NJ Dec 2007 - Feb 2012 4
Obsessions Salon Little Egg Harbor, NJ Jun 2002 - Dec 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2013
S66 NASAA Uniform Combined State Law Examination Oct 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Gina M. Barcello-Reed
Phone Number: 800-637-7455
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
78

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