Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gail? Claim Your ProfileGail Sokol is an investment advisor representative with Stifel, Nicolaus & Company, Inc.. Gail has been in the industry since July 21, 1982. Gail is registered with the state of New York and has a Series 7, Series 63 and SIE. Gail previously worked at JANNEY MONTGOMERY SCOTT LLC and RYAN, BECK & CO., LLC..
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
NY
05/26/2021 - Present
Stifel, Nicolaus & Company, Inc. (MELVILLE NY)
NY
07/08/2002 - 02/04/2016
JANNEY MONTGOMERY SCOTT LLC (MELVILLE NY)
NJ
04/29/2002 - 07/18/2002
RYAN, BECK & CO., LLC. (FLORHAM PARK NJ)
NY
10/01/1985 - 05/13/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NA
07/22/1982 - 10/01/1985
HERZFELD & STERN INC.
BC
Issued 03/28/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1982
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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