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Gayle Marie Jendzejec

Prosperity Capital Advisors

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About Gayle Marie Jendzejec

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.

Firm Information

Gayle Jendzejec is currently registered with Prosperity Capital Advisors. Prosperity Capital Advisors is an investment advisory firm based in WESTLAKE, OH, with over 96 licensed agents and over 101 investment adviser representatives. They manage over $2.2 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. The firm provides financial planning, portfolio management, and educational seminars. They also assist clients with selecting other financial advisors.
Prosperity Capital Advisors

30400 DETROIT ROAD

WESTLAKE, OH 44145

$2.25B

Assets Under Management

280

Total Clients

100

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gayle Jendzejec’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Gayle Marie Jendzejec. Review regulatory record here.
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