Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gayle? Claim Your ProfileGayle Anne Dilla is a financial advisor who has been working in the industry since 1991. Currently, Gayle is registered as a Registered Representative with NBC Securities, Inc. Gayle has also worked for UBS Financial Services Inc., Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, PaineWebber Incorporated and J.W. Gant & Associates, Inc.. Gayle holds a Series 31, Series 7 and Series 65 licenses and specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses and pension plans.
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.
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
MD
01/03/2019 - Present
NBC Securities, Inc. (HUNT VALLEY MD)
DC
01/16/2009 - 12/05/2017
UBS FINANCIAL SERVICES INC. (WASHINGTON DC)
MD
04/02/2007 - 01/16/2009
MORGAN STANLEY & CO. INCORPORATED (ANNAPOLIS MD)
DC
09/25/2006 - 04/02/2007
MORGAN STANLEY DW INC. (WASHINGTON DC)
NY
05/19/1997 - 11/13/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
10/12/1993 - 04/25/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
01/12/1989 - 07/10/1992
J. W. GANT & ASSOCIATES, INC.
NA
05/21/1987 - 06/30/1988
J. W. GANT & ASSOCIATES, INC.
IA
Issued 10/08/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gayle Dilla is the right advisor for you? Invested Better is here to help.
