Unclaimed
Gail Lynn Gunter is a financial advisor with LPL Financial LLC. Gail has been in the industry since September 4, 1992. Gail holds Series 6, 7, 63 and 65 securities licenses. Gail is registered in 14 states: Colorado, Florida, Illinois, Indiana, Kentucky, Massachusetts, Michigan, Missouri, New Mexico, North Carolina, Oklahoma, Texas and is approved in both Kentucky and Texas. Gail's previous employers include UVEST Financial Services Group, Inc., MDS Securities Incorporated and CompuLife Investor Services, Inc.
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.
Consulting and other non-discretionary advisory services
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.
1
2
KY
10/19/2011 - Present
LPL Financial LLC (LOUISVILLE KY)
KY
07/02/1998 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (LOUISVILLE KY)
IN
02/09/1998 - 07/02/1998
MDS SECURITIES INCORPORATED (CARMEL IN)
MN
09/03/1992 - 02/06/1998
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
IA
Issued 06/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/02/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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