Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gail? Claim Your ProfileGail Renee Graham is a financial professional with over 20 years of experience in the industry. Gail has been registered with Stifel, Nicolaus & Company, Inc. since 2014. Previously, Gail worked at MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC., and A. G. EDWARDS & SONS, INC. Gail has a wide range of experience in the financial services industry, including experience with investment clubs, insurance companies, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high net worth, and state or municipal government entities.
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.
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
MO
02/20/2014 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
MO
06/01/2009 - 02/12/2014
MORGAN STANLEY (ST. LOUIS MO)
MO
11/16/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ST. LOUIS MO)
MO
06/13/2000 - 11/18/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 12/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 06/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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