Unclaimed
Gail Tencer is an investment advisor representative at Truist Advisory Services, Inc. Gail has over 20 years of experience in the financial services industry. Gail is registered to provide investment advice in 53 states and the District of Columbia. Gail has experience in portfolio management for individuals and businesses.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
TN
09/13/2016 - Present
Truist Advisory Services, Inc. (MEMPHIS TN)
TN
12/08/2004 - 03/06/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GERMANTOWN TN)
TN
04/13/2004 - 10/13/2004
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
FL
08/19/2003 - 02/02/2004
CARDINAL CAPITAL MANAGEMENT, INC. (MIAMI FL)
NY
01/13/2001 - 07/14/2003
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
09/14/2000 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NY
07/13/1999 - 09/15/2000
UBS WARBURG LLC (NEW YORK NY)
NY
04/15/1999 - 06/24/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NC
07/14/1998 - 04/01/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 05/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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