Unclaimed
Gail Abrams is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Gail has been in the securities industry since 1998. Gail has experience in financial planning, portfolio management, and pension consulting. Gail is registered to provide investment advice in several states, including California, Florida, Georgia, and New Jersey. Prior to joining Cambridge Investment Research Advisors, Inc. Gail was affiliated with LPL FINANCIAL LLC, NATIONAL PLANNING CORPORATION, ROYAL ALLIANCE ASSOCIATES, INC., INVESTMENT ADVISORS & CONSULTANTS, INC., WMA SECURITIES, INC., SMITH BARNEY INC., and PRUCO SECURITIES CORPORATION.
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
NJ
11/21/2024 - Present
Cambridge Investment Research Advisors, Inc. (Watchung NJ)
NJ
11/29/2017 - 12/12/2018
LPL FINANCIAL LLC (WATCHUNG NJ)
NJ
03/30/2009 - 11/29/2017
NATIONAL PLANNING CORPORATION (WATCHUNG NJ)
NJ
12/01/2006 - 04/02/2009
ROYAL ALLIANCE ASSOCIATES, INC. (BERKELEY HEIGHTS NJ)
NJ
01/09/2001 - 12/04/2006
INVESTMENT ADVISORS & CONSULTANTS, INC. (BERKELEY HEIGHTS NJ)
GA
02/18/2000 - 01/17/2001
WMA SECURITIES, INC. (DULUTH GA)
NY
12/20/1997 - 05/06/1998
SMITH BARNEY INC. (NEW YORK NY)
NJ
02/11/1997 - 02/12/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 07/10/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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