Gina Marie Morais

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 05/2023
  Securian Financial Services Inc.
  St. Paul, MN
• 09/2015 → 05/2023
  Minnesota Life
  St. Paul, MN
• 05/2023 → Present
  Summit Financial Group
  Liberty Lake, WA
• 05/2023 → Present
  Raymond James Financial Services, Inc.
  Liberty Lake, WA
• 05/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Liberty Lake, WA

Previous Registrations

• 2016-02-25 → 2023-05-31
  Securian Financial Services, Inc.
  San Ramon, CA
  Liberty Lake, WA

Other Businesses

(1)Name of Business: Address: 946 Saturn Way, Livermore, CA, 94550, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We own a home in California that has an in law unit we rent out. We find tenants, screen them, provide maintenance/upkeep on the property. (2)Name of Business: Summit Financial Group Address: 23505 E Appleway Ave Ste 200-10, Liberty Lake, WA, 99019-6003, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/15/2012 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2016-02-19

Designations

• Certified Financial Planner

Other Names

• Gina Marie Boegel