Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gail? Claim Your ProfileGail Marie Champiny is a financial advisor who has been working in the industry since March 2008. She is currently registered with LPL Financial LLC, which is an ACTIVE broker-dealer and investment advisor. Gail has been with LPL since February 2021, and is located in the firm's West Hartford, CT office. Prior to joining LPL, she worked for Lincoln Financial Advisors Corporation, an ACTIVE broker-dealer and investment advisor, for over 12 years. Gail holds the Series 6, 7, and 63 licenses, and has experience working with individual and institutional clients.
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.
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CT
02/24/2021 - Present
LPL Financial LLC (WEST HARTFORD CT)
CT
09/25/2006 - 08/20/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (WINDSOR CT)
BC
Issued 06/23/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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