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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gail? Claim Your ProfileGail Harmon Plunkett has been a financial advisor since 1982 and is currently registered with Morgan Stanley. Gail Harmon Plunkett has a broad range of experience in the financial services industry, having worked previously with Citigroup Global Markets Inc., Lehman Brothers Inc., and Merrill Lynch. Gail Harmon Plunkett provides financial advice to a variety of clients, including individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and government entities. Gail Harmon Plunkett has a strong track record of success and is committed to providing her clients with personalized financial advice and services.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
OH
02/19/2020 - Present
Morgan Stanley (Centerville OH)
OH
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CENTERVILLE OH)
NY
11/28/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/06/1987 - 12/06/1988
BLUNT ELLIS & LOEWI INCORPORATED
NA
03/02/1982 - 10/20/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 08/27/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/16/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1988
Series 3 - National Commodity Futures Examination
BC
Issued 03/30/1982
Series 5 - Interest Rate Options Examination
BC
Issued 02/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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