Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gayle? Claim Your ProfileGayle Ann Terry is an investment advisor representative with U.S. Capital Wealth Advisors, LLC. Gayle has over 37 years of experience in the financial services industry. She holds the Series 7, Series 31, Series 63, Series 65 and SIE licenses. Prior to joining U.S. Capital Wealth Advisors, LLC, Gayle was employed by RBC Capital Markets Corporation. Gayle specializes in providing financial advice to individuals, businesses, pension and profit-sharing plans, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
06/30/2021 - Present
U.s. Capital Wealth Advisors, LLC (AUSTIN TX)
TX
03/02/1998 - 11/22/2017
RBC CAPITAL MARKETS, LLC (PLANO TX)
NA
01/02/1998 - 03/02/1998
DAIN RAUSCHER INCORPORATED
TX
02/02/1995 - 01/02/1998
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NY
05/02/1989 - 02/10/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
04/07/1987 - 04/22/1989
ROTAN MOSLE INC.
NA
08/21/1985 - 03/25/1987
DEAN WITTER REYNOLDS INC.
IA
Issued 09/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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