Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gail? Claim Your ProfileGail Deluca is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Gail Deluca has been in the industry since February 1992 and holds licenses including Series 63, Series 65, Series 7, and SIE. Gail has experience with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Gail is registered with the following states: Arizona, California, Connecticut, Delaware, Florida, Georgia, Kansas, Maine, Maryland, Massachusetts, Missouri, Nevada, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, Virginia, and Wisconsin.
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
NY
11/11/2008 - Present
Wells Fargo Clearing Services, LLC (ROCHESTER NY)
CT
11/22/1993 - 11/02/2005
ADVEST, INC. (HARTFORD CT)
NY
02/17/1992 - 11/29/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 08/21/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 02/13/1992
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
Not sure Gail Deluca is the right advisor for you? Invested Better is here to help.
