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 Lingo is a financial advisor in Orlando, Florida and has been working in the industry since April 1987. Gail currently works for Schwab Wealth Advisory, Inc. and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Gail is also a licensed investment advisor in Florida and Texas. Gail has passed several industry exams including the Series 7, Series 63, Series 66, and Series 9.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
FL
01/04/2021 - Present
Schwab Wealth Advisory, Inc. (ORLANDO FL)
NA
06/07/1993 - 06/03/1994
NATIONSSECURITIES
MA
03/31/1992 - 06/07/1993
NATIONSBANC SECURITIES, INC. (BOSTON MA)
NA
01/02/1991 - 03/31/1992
NATIONSBANC SECURITIES OF GEORGIA, INC.
NY
12/08/1989 - 06/06/1990
BALFOUR MACLAINE FINANCIAL INVESTMENT SERVICES, INC. (NEW YORK NY)
NA
08/23/1989 - 12/21/1989
BALFOUR MACLAINE CAPITAL MARKETS, INC.
NA
10/26/1984 - 11/05/1987
INTEGRATED RESOURCES EQUITY CORPORATION
BOTH
Issued 10/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/12/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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