Years of Experience
5-20+ Years
PASADENA, CA
0 Disclosures
ADVISOR BIO
Gabrielle Stapleton is an Investment Advisor Representative with Capital Research & Consulting LLC and Arroyo Investment Group, LLC. Gabrielle is registered with the state of California. Gabrielle is a Certified Financial Planner and has passed the Uniform Investment Adviser Law Examination (Series 65). Gabrielle has been in the financial services industry since March 2012. Gabrielle specializes in pension consulting and portfolio management for businesses.
SPECIALIZATIONS
VENTURA, CA
15 Years Experience
1 Disclosures
ADVISOR BIO
Gaea Verneris is a financial advisor with LPL Financial LLC in Ventura, CA. Gaea has been in the financial services industry since 2010. Gaea earned the Series 7 and Series 66 licenses. Gaea Dawn Verneris is also registered as an Investment Advisor Representative in CA. Gaea Dawn Verneris provides financial planning, investment advisory, and portfolio management services to individuals and businesses.
SPECIALIZATIONS
SAN JOSE, CA
0 Disclosures
ADVISOR BIO
Gael Knight is a certified public accountant and financial advisor with over 20 years of experience. Gael is a registered Investment Advisor Representative with Knight and Co. Wealth Advisors, LLC, where Gael has provided financial planning services since 2009. Gael is also a CPA with the Gael Knight Company Certified Public Accountants, Inc. providing a full range of accounting services since 2015. Gael holds the Series 65 license and is a Personal Financial Specialist. Gael's expertise is in financial planning, portfolio management, and tax preparation. Gael specializes in serving individuals, families, and small businesses.
SPECIALIZATIONS
TRACY, CA
11 Years Experience
0 Disclosures
ADVISOR BIO
Gagandeep Kaur is an Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Gagandeep has been in the industry since 2014 and is registered with the state of California. Gagandeep provides investment consulting services to institutional clients, as well as financial planning, pension consulting and portfolio management for individuals and businesses.
SPECIALIZATIONS
Menlo Park, CA
15 Years Experience
0 Disclosures
ADVISOR BIO
Gail L. Rogers is a financial advisor at Morgan Stanley with over 13 years of experience in the industry. Gail holds the Series 7 and Series 66 licenses and the SIE exam. Prior to joining Morgan Stanley, Gail was a registered representative at Money Market 1 Institutional Investment Dealer in Sausalito, California.
SPECIALIZATIONS
Pasadena, CA
35 Years Experience
0 Disclosures
ADVISOR BIO
Gail Roque is a financial advisor associated with Ameriprise Financial Services, LLC. Gail has been in the financial services industry since June 1990. Gail is registered with the state of Texas and California.
SPECIALIZATIONS
ROSEVILLE, CA
30 Years Experience
0 Disclosures
ADVISOR BIO
Gail Liebergot Good is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Gail has been in the industry since 1995. Gail is registered in several states and holds multiple securities licenses, including Series 7, Series 63, Series 31, and SIE. Gail has a vast experience in various financial services, including portfolio management for individuals and businesses, pension consulting, and educational seminars.
SPECIALIZATIONS
SAN DIEGO, CA
17 Years Experience
0 Disclosures
ADVISOR BIO
Gail Ropson Buechler is a financial advisor with UBS Financial Services Inc. in San Diego, CA. Gail has been in the industry since 1984 and has a strong track record of providing investment advice and financial planning services to individuals and families. Gail is a registered representative with the Financial Industry Regulatory Authority (FINRA) and a registered investment advisor representative in California. She is also a member of the Securities Industry Essentials Examination (SIE), General Securities Representative Examination (Series 7), and Uniform Combined State Law Examination (Series 66). Gail is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
SPECIALIZATIONS
WALNUT CREEK, CA
9 Years Experience
0 Disclosures
ADVISOR BIO
Gail Coleman is a registered representative with Wells Fargo Clearing Services, LLC, where Gail has been employed since May 2017. Gail has over 20 years of experience in the securities industry and has held prior positions with Cantella & Co., Inc., Donaldson, Lufkin & Jenrette Securities Corporation, Prudential Securities Incorporated and PaineWebber Incorporated. Gail specializes in providing investment advice and portfolio management services to individual and institutional clients. Gail is licensed to offer securities and investment advisory services in 40 states and the District of Columbia.
SPECIALIZATIONS
San Diego, CA
29 Years Experience
0 Disclosures
ADVISOR BIO
Gail Louise Phillips is a financial advisor with over 25 years of experience in the industry. Gail is currently registered with Morgan Stanley and holds various licenses and certifications, including Series 63, Series 65, Series 7, Series 8, Series 9, and Series 10. Prior to joining Morgan Stanley, Gail worked at Morgan Stanley DW Inc. and Morgan Stanley & Co. Incorporated. Gail provides a range of services to clients, including financial planning, portfolio management, asset allocation advice, and selection of other advisors.
SPECIALIZATIONS