Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gail? Claim Your ProfileGail Levenson Rosenblum is a financial professional with over 27 years of experience in the securities industry. Gail is currently registered with Oppenheimer & Co. Inc. Previously, Gail was affiliated with Cowen and Company, CRT Capital Group LLC, Ameriprise Financial Services, Inc., and The Advisors Group, Inc. Gail holds Series 63, SIE, and Series 7 licenses. Gail is also registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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.
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2
NY
06/10/2024 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
05/09/2016 - 05/30/2024
COWEN AND COMPANY (NEW YORK NY)
CT
12/15/2011 - 05/11/2016
CRT CAPITAL GROUP LLC (STAMFORD CT)
NY
01/08/2009 - 07/15/2009
AMERIPRISE FINANCIAL SERVICES, INC. (MITCHEL FIELD NY)
MN
11/29/2005 - 12/31/2008
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MD
04/24/1985 - 04/16/1997
THE ADVISORS GROUP, INC. (BETHESDA MD)
BC
Issued 03/19/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2005
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
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