Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gail? Claim Your ProfileGail Harris, CFP®, is an Investment Advisor Representative at Wealthspire Advisors, a firm based in New York. Gail has over 20 years of experience in the financial services industry and holds Series 63, 65, 66 and 7 licenses. Gail has worked for firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated, William Blair & Company L.L.C., and American Express Financial Advisors Inc. Gail specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, 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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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NY
03/11/2021 - Present
Wealthspire Advisors (NEW YORK NY)
NY
03/14/2014 - 03/08/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IL
07/18/2006 - 08/02/2007
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
KY
10/29/1996 - 07/31/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOUISVILLE KY)
MN
10/31/1995 - 05/14/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/31/1995 - 05/14/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/23/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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