Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mindy? Claim Your ProfileMindy Ellen Gasthalter is a financial advisor with CW Advisors, LLC. Mindy has been in the industry for over 30 years and holds the Series 7, Series 24, and Series 63 licenses. Mindy is also a Certified Financial Planner. Mindy has worked with a variety of clients, including individuals, families, businesses, and charitable organizations. Mindy's areas of expertise include financial planning, investment management, and retirement planning. Mindy is committed to providing her clients with personalized financial advice that meets their individual needs.
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.
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.
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DC
10/26/2022 - Present
CW Advisors, LLC (WASHINGTON DC)
VA
06/06/2001 - 07/02/2002
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
MD
10/21/1991 - 05/22/2001
THE ADVISORS GROUP, INC. (BETHESDA MD)
CA
07/15/1991 - 12/31/1991
AMERICAN INVESTORS COMPANY (SAN RAMON CA)
TX
08/10/1990 - 03/21/1991
KAVANAUGH SECURITIES, INC. (DALLAS TX)
NA
01/07/1986 - 07/28/1988
OGILVIE & TAYLOR SECURITIES CORPORATION
BC
Issued 02/20/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/1997
Series 24 - General Securities Principal Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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