Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gail? Claim Your ProfileGail Waldman is a financial advisor with Cambridge Investment Research Advisors, Inc. Gail has been in the industry since 2001. Gail has a variety of experience in the industry, having worked previously with Securities America, Inc. Gail holds Series 7, 99TO, and SIE licenses. Gail is also a Certified Financial Planner. Gail has extensive experience in portfolio management for individuals and businesses. Gail has experience working with pension plans and provides financial planning services. Gail is registered to offer securities and advisory services in many states, including Virginia, Texas, California, and New York.
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
VA
01/16/2024 - Present
Cambridge Investment Research Advisors, Inc. (North Chesterfield VA)
VA
09/20/2001 - 03/04/2008
SECURITIES AMERICA, INC. (VIENNA VA)
BOTH
Issued 08/12/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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