Unclaimed
Gayle Lynn Peterson-gillen has been in the financial services industry since 2005. Gayle is currently registered with Ameriprise Financial Services, LLC and has been a registered representative since 2007. Previous employers include MML Investors Services, INC., NATCITY INVESTMENTS, INC. and AMERIPRISE FINANCIAL SERVICES, INC. Gayle holds Series 7, 9, 10, 24, 66, and SIE licenses. Gayle is a licensed representative in Arizona, California, Colorado, Florida, Illinois, Indiana, Louisiana, Mississippi, Ohio, Tennessee, Texas, West Virginia, Wisconsin, and Wyoming.
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.
Asset allocation services
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
IL
05/11/2020 - Present
Ameriprise Financial Services, LLC (NAPERVILLE IL)
IL
09/08/2007 - 12/18/2007
MML INVESTORS SERVICES, INC. (CHICAGO IL)
IL
04/12/2007 - 06/28/2007
NATCITY INVESTMENTS, INC. (WHEATON IL)
IL
04/27/2005 - 11/09/2006
AMERIPRISE FINANCIAL SERVICES, INC. (LOMBARD IL)
MN
04/27/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/24/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/11/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gayle Peterson-gillen is the right advisor for you? Invested Better is here to help.