Gina AccollaCRD Number: 2564494
Current Firm: Stifel, Nicolaus & Company, Incorporated
Gina Accolla (CRD# 2564494) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Hauppauge, NY and has over 28 years of experience in the finance industry.
Cetera Investment Advisers LLC
American Portfolios Advisors, Inc.
Abbington Investment Group, LLC
|Stifel, Nicolaus And Company, Incorporated||Hauppauge, NY||Mar 2019 - Current||4|
|First Empire Securities, Inc.||Hauppauge, NY||Nov 1994 - Current||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1995|
|S66||NASAA Uniform Combined State Law Examination||Jan 2010|
Total Assets Under Management132,551MILLIONS
Total Number of Accounts334,814ACCOUNTS
Average Account Value$395,894
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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