Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gail? Claim Your ProfileGail Perrymason is a financial advisor with over 30 years of experience in the industry. Gail currently works with Oppenheimer & Co. Inc., a firm with over $1 billion in assets under management. Gail is a registered investment advisor and holds both Series 7 and Series 65 licenses. Gail has experience working with individuals, corporations, and pooled investment vehicles. In addition to financial planning, Gail also provides portfolio management, pension consulting, and selection of other advisors.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MI
10/19/2016 - Present
Oppenheimer & Co. Inc. (GROSSE POINTE FARMS MI)
MI
11/25/1994 - 01/01/1999
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
NY
06/29/1990 - 12/21/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/19/1988 - 07/25/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
IA
Issued 10/17/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Gail Perrymason is the right advisor for you? Invested Better is here to help.
