Unclaimed
Shonalee Gamble is an Investment Advisor Representative. Shonalee is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Shonalee has 19 years of experience in the securities industry. Shonalee has passed the Series 7, Series 63, Series 26 and Series 66 exams. Shonalee was previously registered with Allstate Financial Services, LLC, CERTUSSECURITIES, INC. and SYNOVUS SECURITIES, INC.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, 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.
1
2
NY
03/16/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NE
10/30/2018 - 01/15/2021
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
GA
03/08/2012 - 02/06/2015
CERTUSSECURITIES, INC. (COLUMBUS GA)
GA
12/02/1998 - 03/05/2012
SYNOVUS SECURITIES, INC. (COLUMBUS GA)
BOTH
Issued 03/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/06/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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