Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gail? Claim Your ProfileGail Wattman Utter has been in the financial services industry since March 21, 1983 and is currently registered with Wells Fargo Clearing Services, LLC. Gail has a strong track record of success in the industry and has a deep understanding of the financial markets. Gail is committed to providing clients with personalized financial advice and helping them achieve their financial goals. Gail has a wide range of experience in financial planning, portfolio management, and investment consulting services. Gail is dedicated to providing clients with the highest level of service and is committed to building long-term relationships with 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
TX
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (SHERMAN TX)
TX
03/22/1983 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SHERMAN TX)
IA
Issued 09/05/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/19/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1990
Series 3 - National Commodity Futures Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe 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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