Unclaimed
Gayle Mabry has been in the financial services industry since 1998. Gayle is currently registered with Hilltop Securities Inc. as a Registered Representative. Gayle is also registered with the state of Tennessee and Texas as an Investment Advisor Representative. Previously, Gayle was employed by Ameriprise Financial Services, LLC, Wells Fargo Advisors, LLC, Raymond James & Associates, Inc. and Morgan Keegan & Company, Inc.. Gayle is also a Series 63 and Series 65 licensed professional.
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.
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.
12b-1 fees
1
2
TN
01/21/2025 - Present
Hilltop Securities Inc. (Memphis TN)
TX
08/24/2016 - 05/28/2020
AMERIPRISE FINANCIAL SERVICES, LLC (SOUTHLAKE TX)
TX
02/05/2015 - 08/17/2016
WELLS FARGO ADVISORS, LLC (SOUTHLAKE TX)
TX
02/13/2013 - 12/23/2014
RAYMOND JAMES & ASSOCIATES, INC. (DALLAS TX)
TX
01/20/1998 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (DALLAS TX)
IA
Issued 11/27/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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