Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gail? Claim Your ProfileGail Lynn Van Nest is a financial professional with over 20 years of experience in the industry. Gail is currently registered as a Registered Representative and Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. Gail has been with Cambridge since 2013, and has a strong track record of providing financial advice to individuals, families, and businesses. Prior to joining Cambridge, Gail worked with several other financial firms including MML Investors Services, LLC, FSC Securities Corporation, Royal Alliance Associates, Inc., and Lincoln Financial Advisors Corporation. Gail has a wide range of experience, and has provided financial services to a variety of clients. Gail is committed to helping her clients achieve their financial goals, and she is dedicated to providing them with the personalized attention they deserve.
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
OK
05/10/2013 - Present
Cambridge Investment Research Advisors, Inc. (Edmond OK)
TX
10/07/2004 - 05/17/2013
MML INVESTORS SERVICES, LLC (HOUSTON TX)
GA
03/31/2003 - 10/11/2004
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
09/13/2002 - 07/24/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IN
02/08/2002 - 10/15/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/08/2002 - 10/15/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 08/13/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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