Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gail? Claim Your ProfileGail Conley has been in the financial services industry since September 28, 2008. Gail Conley is a registered representative of LPL Financial LLC and is also a Registered Investment Advisor. Gail Conley has been with LPL Financial LLC since May 2016. Gail Conley provides financial advice to individuals, businesses, and retirement plans. Gail Conley specializes in portfolio management, financial planning, and retirement planning. Gail Conley also works with charitable organizations.
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.
Consulting and other non-discretionary advisory services
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
ME
07/08/2016 - Present
LPL Financial LLC (AUGUSTA ME)
ME
05/30/2007 - 11/02/2009
KEY INVESTMENT SERVICES LLC (AUGUSTA ME)
ME
10/24/2001 - 02/15/2007
MCDONALD INVESTMENTS INC. (AUGUSTA ME)
BOTH
Issued 10/06/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2007
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 12/16/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/24/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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