Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gail? Claim Your ProfileGail Elizabeth Cote is a financial advisor with over 30 years of experience in the industry. Gail is currently registered with Cambridge Investment Research Advisors, Inc., where she has worked since 2018. Prior to that, Gail worked with Broker Dealer Financial Services Corp. and Dickinson & Co., amongst other firms. Gail has a wide range of experience and holds licenses for both the broker-dealer and investment advisor sides of the industry. She is active in providing investment advice and financial planning to 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Solicitation fees from 3rd party money managers
1
2
AR
03/30/2020 - Present
Cambridge Investment Research Advisors, Inc. (Conway AR)
IL
01/02/1997 - 10/20/2018
BROKER DEALER FINANCIAL SERVICES CORP. (ROSEMONT IL)
IA
01/04/1995 - 12/31/1996
DICKINSON & CO. (DES MOINES IA)
CA
03/15/1994 - 01/15/1995
MONTANO SECURITIES CORPORATION (ORANGE CA)
WI
08/11/1992 - 02/15/1994
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 02/11/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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