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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Gale is a financial advisor with over 25 years of experience in the financial industry. Currently registered with Morgan Stanley in California and Texas, Jeffrey has been serving clients since 2001 and has held various roles within the financial services sector, including positions at Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Jeffrey holds several licenses and certifications, including Series 7, 31, 63, and 65, and the SIE exam. His specialties include financial planning, asset allocation advice, portfolio management, pension consulting, and educational seminars. Jeffrey specializes in serving high-net-worth individuals, corporations, and other businesses. He is passionate about helping clients achieve their financial goals.
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.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
CA
06/01/2009 - Present
Morgan Stanley (Walnut Creek CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WALNUT CREEK CA)
CA
10/05/2001 - 04/02/2007
MORGAN STANLEY DW INC. (WALNUT CREEK CA)
IA
Issued 11/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 10/04/2001
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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