Gayle E. Matson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Gayle Eileen Matson, who also goes by Gayle Matson Lansky, Gayle Matson, was a registered financial professional .
Gayle is a previously registered financial professional and started their career in finance in 1997. Gayle had worked at 5 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 15, 2011 - June 8, 2018
WELLSPRING FINANCIAL PLANNING
September 25, 2007 - October 18, 2010
GAYLE MATSON FINANCIAL PLANNING
March 12, 2007 - September 18, 2007
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC
October 18, 2004 - December 31, 2005
NATIONAL PLANNING CORPORATION
July 6, 1999 - December 31, 2005
NATIONAL PLANNING CORPORATION
July 1, 1998 - July 23, 1998
NATIONAL PLANNING CORPORATION
October 21, 1997 - July 2, 1998
CETERA WEALTH SERVICES, LLC
State Registrations and Notice Filings
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Exams
Current Firm
WELLSPRING FINANCIAL PLANNING
CRD#: 156220 / SEC#:
Contact information
Red Flags
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