Gina Portelles is a registered investment advisor, based in Red Bank, NJ, with 26 years of industry experience.
Location
10 Drs. James Parker Blvd, Suite 202, Red Bank, NJ, 07701
Get directionsHistory
Regulatory History (1)
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Criminal
March 2006Final Disposition
Other Business ActivitiesSells Insurance
Gina is an agent selling life insurance, long-term care, and non-variable insurance. This activity takes about 10-20% of her time, and compensation is commission-based.
Employment History
Current Registrations
Alexander Capital, L.P.Broker
June 2021 - Present · 4 yrs 10 mos
Alexander Capital Wealth Management LLC
June 2021 - Present · 4 yrs 10 mos
Alexander Capital, L.P.
June 2021 - Present · 4 yrs 10 mos
Previous Registrations
Ic Advisory Services, INC.
June 2006 - June 2021 · 15 yrs
The Investment Center, INC.
September 2002 - October 2006 · 4 yrs 1 mo
The Investment Center, INC.Broker
May 2001 - June 2021 · 20 yrs 1 mo
Cibc World Markets CORP.Broker
March 2000 - May 2001 · 1 yr 2 mos
Tucker Anthony IncorporatedBroker
June 1999 - March 2000 · 9 mos
American Express Financial Advisors INC.Broker
March 1999 - March 1999 · 0 mos
Ids Life Insurance CompanyBroker
March 1999 - March 1999 · 0 mos
State Registrations13 states
AZCTDEFLMDNCNJNYORPAPRSCTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.