Unclaimed
Gayle Marie Jendzejec is a financial professional with over 30 years of experience in the industry. Gayle is a Registered Representative and Investment Advisor Representative at Prosperity Capital Advisors. Gayle's previous experience includes positions at Investors Capital Corp., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Cadaret, Grant & Co., Inc., AIG Equity Sales Corp., PML Securities Company, and Pruco Securities Corporation. Gayle has earned the Chartered Financial Consultant designation.
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.
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
OH
08/03/2022 - Present
Prosperity Capital Advisors (WESTLAKE OH)
MA
03/12/2001 - 09/13/2001
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
IN
08/21/1998 - 03/01/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/21/1998 - 03/01/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
01/02/1998 - 08/24/1998
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
04/06/1995 - 01/02/1998
AIG EQUITY SALES CORP. (NEW YORK NY)
DE
07/20/1990 - 04/04/1995
PML SECURITIES COMPANY (NEWARK DE)
NJ
03/20/1987 - 05/14/1990
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 02/03/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/20/1996
Series 24 - General Securities Principal Examination
BC
Issued 08/14/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/19/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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