Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gail? Claim Your ProfileGail Goulet is a financial professional with over 20 years of experience in the industry. Gail is currently registered with Charles Schwab & CO., Inc. and has held previous registrations with several other firms, including Lincoln Financial Distributors, Inc. and USAllianz Investor Services, LLC. Gail is a licensed Series 6, 7TO, 24, 63, and 66 representative and is qualified to offer financial advice and investment services. Gail is also a registered Investment Advisor Representative in Pennsylvania. Gail's experience and qualifications enable her to provide a wide range of financial services to individual and institutional clients.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
01/23/2020 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
PA
02/07/2002 - 06/04/2003
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
MN
04/13/2001 - 01/09/2002
USALLIANZ INVESTOR SERVICES, LLC (MINNEAPOLIS MN)
IL
02/26/1999 - 05/22/2001
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
GA
02/24/1998 - 12/31/1998
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CO
01/03/1997 - 10/08/1997
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
02/07/1996 - 01/03/1997
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
BOTH
Issued 01/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2024
Series 24 - General Securities Principal Examination
BC
Issued 07/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/18/2019
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Gail Goulet is the right advisor for you? Invested Better is here to help.
