Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gail? Claim Your ProfileGail Cynthia Fales is a financial advisor with Wells Fargo Clearing Services, LLC, located in Birmingham, MI. Gail has been in the industry since 1980. Gail has a Series 7, Series 63 and SIE license. Gail is a registered representative with FINRA and is registered in 28 states. Gail also has an active Investment Advisor Representative license in the state of Texas.
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
MI
05/24/2011 - Present
Wells Fargo Clearing Services, LLC (BIRMINGHAM MI)
NY
11/17/1998 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/16/1998 - 06/10/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/22/1994 - 02/24/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
11/21/1980 - 02/28/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
05/06/1980 - 11/24/1980
DREXEL BURNHAM LAMBERT INCORPORATED
NA
03/26/1980 - 05/18/1980
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
11/01/1979 - 11/30/1979
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
BC
Issued 03/30/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1979
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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