Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gayle? Claim Your ProfileGayle Bomar is a financial advisor at Stifel, Nicolaus & Company, Inc. Gayle has been in the industry since 1978. Gayle provides investment advice to individuals, businesses, pension plans, and other entities.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
07/16/2020 - Present
Stifel, Nicolaus & Company, Inc. (CHAPEL HILL NC)
NC
06/01/2009 - 07/17/2020
MORGAN STANLEY (CHAPEL HILL NC)
NC
05/05/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CHAPEL HILL NC)
NC
06/15/2002 - 05/06/2008
WACHOVIA SECURITIES, LLC (CHAPEL HILL NC)
NC
01/09/1992 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NJ
12/19/1989 - 04/10/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NC
09/17/1987 - 01/05/1990
INTEGRATED PROGRAMMING CORPORATION (RALEIGH NC)
NA
02/24/1987 - 09/01/1987
INVESTECH CAPITAL CORPORATION
NA
05/06/1977 - 10/05/1982
E. F. HUTTON & COMPANY INC
NA
06/19/1973 - 06/01/1977
J. LEE PEELER & COMPANY, INC.
IA
Issued 05/06/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 05/14/1987
Series 24 - General Securities Principal Examination
BC
Issued 04/10/1974
Series 00 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1988
Series 3 - National Commodity Futures Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Gayle Bomar is the right advisor for you? Invested Better is here to help.
