Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gay? Claim Your ProfileGay Ann Monninger is a financial advisor with over 25 years of experience in the industry. Gay Ann is a Certified Financial Planner™ professional and is currently registered with Raymond James Financial Services Advisors, Inc. Gay Ann is also registered with the following states: Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Montana, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Virginia, and Wisconsin. Gay Ann has been a financial advisor with several firms before joining Raymond James, including Wells Fargo Advisors Financial Network, LLC, Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc. and J.J.B. Hilliard, W.L. Lyons, Inc. Gay Ann offers a variety of financial services, including financial planning, portfolio management, and pension consulting.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IN
07/12/2021 - Present
Raymond James Financial Services Advisors, Inc. (Terre Haute IN)
IN
09/04/2009 - 07/30/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (TERRE HAUTE IN)
IN
01/01/2008 - 09/04/2009
WELLS FARGO ADVISORS, LLC (TERRE HAUTE IN)
IN
01/14/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (TERRE HAUTE IN)
KY
10/30/1995 - 03/01/2000
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
IA
Issued 12/6/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/3/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/20/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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