Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gail? Claim Your ProfileGail Lyn Leonard is a financial professional with over 20 years of experience in the industry. Gail has a diverse background, having worked with several firms including Raymond James Financial Services, Inc. and Waddell & Reed, Inc., before joining J. W. Cole Advisors, Inc. in 2011. Gail specializes in providing financial planning, portfolio management, and other related services to individuals, families, and businesses. Gail has a wide range of experience in various financial products and services and is committed to providing her clients with the highest level of service and expertise.
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.
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.
Hourly & fixed rate consulting
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.
A percentage of the total value of assets under management is charged.
1
2
FL
12/22/2011 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
FL
12/20/2005 - 11/16/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
01/31/2005 - 12/14/2005
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
KS
03/11/2003 - 08/23/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 11/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/13/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/08/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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