Unclaimed
Gail Fernandez is a financial professional with over 17 years of experience in the industry. She is a Certified Financial Planner® and holds multiple licenses and designations, including Series 7, 24, 52, 53, 63, and 66. Gail is currently registered with Osaic Wealth, Inc. in Chesterfield, Missouri. Her previous experience includes roles with FSC Securities Corporation and Edward Jones. Gail focuses on providing financial planning and portfolio management services to individuals, businesses, and families.
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.
1
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 01/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/15/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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