Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gail? Claim Your ProfileGail Coleman is a registered representative with Wells Fargo Clearing Services, LLC, where Gail has been employed since May 2017. Gail has over 20 years of experience in the securities industry and has held prior positions with Cantella & Co., Inc., Donaldson, Lufkin & Jenrette Securities Corporation, Prudential Securities Incorporated and PaineWebber Incorporated. Gail specializes in providing investment advice and portfolio management services to individual and institutional clients. Gail is licensed to offer securities and investment advisory services in 40 states and the District of Columbia.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
10/09/2023 - Present
Wells Fargo Clearing Services, LLC (WALNUT CREEK CA)
MA
02/25/1998 - 07/05/2000
CANTELLA & CO., INC. (MALDEN MA)
NJ
04/28/1993 - 08/15/1996
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
12/04/1991 - 05/13/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
09/06/1991 - 11/18/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 10/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/06/2022
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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