Unclaimed
Gail Marie Jensen is a financial professional with over 20 years of experience in the industry. Gail has held various positions at reputable firms including JRL Capital Corporation, WFP Securities, and Altegris Investments, Inc. Gail is currently a Registered Representative and Investment Advisor Representative at Madison Avenue Securities, LLC in San Diego, CA. Gail holds several professional licenses and designations, including Series 7, 3, 87, 63, 14, and 24 licenses. Gail specializes in working with individuals, high net worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
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.
1
2
CA
03/26/2012 - Present
Madison Avenue Securities, LLC (SAN DIEGO CA)
CA
09/27/2011 - 03/26/2012
JRL CAPITAL CORPORATION (SAN DIEGO CA)
CA
12/08/2008 - 07/29/2011
WFP SECURITIES (SAN DIEGO CA)
CA
03/09/2004 - 11/03/2008
ALTEGRIS INVESTMENTS, INC. (LA JOLLA CA)
AZ
04/18/2000 - 07/11/2002
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
AZ
05/26/1999 - 07/11/2002
SPELMAN & CO., INC. (PHOENIX AZ)
BC
Issued 12/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 09/01/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/01/2005
Series 3 - National Commodity Futures Examination
BC
Issued 05/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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