Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gail? Claim Your ProfileGail Fernandez is a financial advisor at Osaic Wealth, Inc., a firm with offices in Scottsdale, AZ. Gail has been a registered representative in the securities industry since 2005 and has held licenses in multiple states throughout her career. Gail is a Certified Financial Planner and has extensive experience in providing financial planning and investment management services to individuals, families, and businesses. Gail also provides services related to insurance.
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.
A percentage of the total value of assets under management is charged.
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2
MO
12/05/2016 - Present
Osaic Wealth, Inc. (CHESTERFIELD MO)
MO
02/27/2009 - 05/29/2012
FSC SECURITIES CORPORATION (BRENTWOOD MO)
CO
06/18/2008 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (COLORADO SPRINGS CO)
CO
01/11/2005 - 04/04/2008
EDWARD JONES (COLORADO SPRINGS CO)
BOTH
Issued 10/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/15/2014
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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