Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gayle? Claim Your ProfileGayle Martin is a financial advisor with over 15 years of experience in the financial services industry. Gayle is currently a Registered Representative with Robert W. Baird & Co. Inc. and holds Series 7, Series 66, and SIE licenses. She is also a Certified Financial Planner. Previously Gayle has been registered with LPL Financial LLC, Securities America, Inc., Securian Financial Services, Inc. and Thrivent Investment Management Inc. Gayle's experience includes providing financial advice and investment management services to a wide range of clients, including individuals, families, businesses, and retirement plans. Gayle focuses on helping clients develop and implement comprehensive financial plans to meet their unique goals. Gayle is committed to providing personalized service and building long-term relationships with her clients.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
KY
07/26/2021 - Present
Robert W. Baird & Co. Inc. (PADUCAH KY)
KY
05/20/2014 - 02/03/2021
LPL FINANCIAL LLC (PADUCAH KY)
IN
06/09/2008 - 06/17/2014
SECURITIES AMERICA, INC. (EVANSVILLE IN)
IN
05/23/2007 - 06/04/2008
SECURIAN FINANCIAL SERVICES, INC. (NEWBURGH IN)
IN
04/03/2007 - 04/30/2007
THRIVENT INVESTMENT MANAGEMENT INC. (EVANSVILLE IN)
BOTH
Issued 04/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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