Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gay marie? Claim Your ProfileGay marie Bone is an investment advisor representative with Wells Fargo Clearing Services, LLC. Gay marie Bone has been in the securities industry for over 25 years. Gay marie Bone holds Series 7, Series 31, Series 63 and Series 65 licenses. Gay marie Bone is registered with the state of Texas and the state of California and provides financial planning and investment consulting services. Gay marie Bone has previously worked at Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc.
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
CA
01/09/2025 - Present
Wells Fargo Clearing Services, LLC (EL DORADO HILLS CA)
CA
04/02/2007 - 05/13/2008
MORGAN STANLEY & CO. INCORPORATED (FOLSOM CA)
CA
05/19/1995 - 04/02/2007
MORGAN STANLEY DW INC. (FOLSOM CA)
IA
Issued 12/04/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 05/18/1995
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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