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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 O'Connor is a financial advisor with Morgan Stanley. Gail has been in the financial services industry since 1998, and holds licenses to provide investment advice in 44 states. Gail has expertise in a variety of areas, including asset allocation, portfolio management for individuals and businesses, and financial planning.
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
IA
12/10/2021 - Present
Morgan Stanley (West Des Moines IA)
IA
02/17/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WEST DES MOINES IA)
IA
02/23/2004 - 02/17/2009
PRIMEVEST FINANCIAL SERVICES, INC. (WEST DES MOINES IA)
FL
03/06/1998 - 02/20/2004
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
TX
01/22/1998 - 04/16/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
BOTH
Issued 04/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1998
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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