Unclaimed
Gayle Canini is an active Registered Investment Advisor Representative associated with Osaic Wealth, Inc., with over 30 years of experience in the industry. Gayle has experience working with a wide range of client types, including individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and other businesses. Gayle holds Series 6, 7, 63, and 65 licenses. She is registered with the Securities and Exchange Commission and the state of Virginia.
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
VA
06/14/2024 - Present
Osaic Wealth, Inc. (HAMPTON VA)
VA
12/07/2012 - 06/14/2024
SECURITIES AMERICA, INC. (WINCHESTER VA)
VA
05/25/1994 - 12/07/2012
INVESTORS SECURITY COMPANY, INC. (WINCHESTER VA)
IA
Issued 06/06/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/24/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gayle Canini is the right advisor for you? Invested Better is here to help.