Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gail? Claim Your ProfileGail Moulson Giclas has over 39 years of experience in the financial services industry. Gail is currently registered with Raymond James & Associates, Inc. and has been with the firm since June 2017. Prior to joining Raymond James, Gail was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Gail holds a Series 7, Series 63 and Series 65 licenses. Gail specializes in providing financial planning, portfolio management, and other advisory services to a wide range of clients, including individuals, families, corporations, and institutions.
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.
Please see note in schedule d - miscellaneous
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
AZ
10/05/2023 - Present
Raymond James & Associates, Inc. (TUCSON AZ)
AZ
08/29/2008 - 06/13/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TUCSON AZ)
AZ
07/31/1993 - 09/09/2008
CITIGROUP GLOBAL MARKETS INC. (TUCSON AZ)
NY
01/20/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
MO
09/04/1990 - 01/20/1992
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
12/21/1983 - 09/04/1990
BOETTCHER & COMPANY, INC.
IA
Issued 07/15/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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