Gina Palma Bonacci Carey

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 06/2009 → 03/2020
  Ameriprise Financial Services Inc
  Carbondale, PA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Carbondale, PA

Other Businesses

Real Estate Ownership; Commercial; 79 Dundaff StreetCarbondale, PA 18407, ,; Not Investment-Related; 01/01/2019. Business Ownership; GPBC, LLC; Tax filing for entity; Holds real estate.; 79 Dundaff Street, , Carbondale, PA, 18403; Not Investment-Related; 02/01/2023; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2009-09-28

Other Names

• Gina Palma Bonacci
• Gina Bonacci
• Gina Palma Bonacci Carey