Unclaimed
Gail Miller is a financial advisor with Wells Fargo Advisors Financial Network, LLC, who has been in the industry since 1984. Gail has a strong background in financial services and has held several positions at various firms. Gail has a broad range of experience, having held previous positions at firms like Morgan Stanley DW Inc., Prudential Securities Incorporated, Paine Webber Incorporated, Smith Barney, Harris Upham & Co., Incorporated, and Kobrin Securities, Inc. Gail is licensed to sell securities in a variety of states, and holds several licenses including the Series 7, 6, and 52. Gail has a demonstrated history of success, and her experience and qualifications make her a valuable asset to her 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.
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.
Investment consulting services to institutional clients
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
NJ
06/16/2022 - Present
Wells Fargo Advisors Financial Network, LLC (Ramsey NJ)
NY
07/21/2004 - 06/16/2022
WELLS FARGO CLEARING SERVICES, LLC (NEW CITY NY)
NY
02/14/1994 - 07/21/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
11/23/1988 - 02/18/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
05/02/1986 - 12/07/1988
PAINEWEBBER INCORPORATED
NA
12/27/1984 - 05/08/1986
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
11/21/1984 - 01/01/1985
KOBRIN SECURITIES, INC.
NA
01/19/1984 - 11/08/1984
DAVID LERNER ASSOCIATES, INC.
BC
Issued 04/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
BC
Issued 08/29/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/02/1983
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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