Gina Mann is a CFP-designated registered investment advisor, based in Wappingers Falls, NY, with 23 years of industry experience.
Location
Wappingers Falls, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gina co-owns Freedom Financial Solutions LLC, providing tax services and spending about a quarter of her time trading. She also owns 766 Lighthouse LLC (real estate) and Morning Star Creations (a dormant retail business), and works nearly full-time as an advisory representative of a RIA called CIRA.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
Cetera Financial Specialists LLCBroker
State Registrations7 states
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