linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Ann marie Gilbert

Fidelity Brokerage Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ann marie? Claim Your Profile

About Ann marie Gilbert

Ann marie Gilbert is a Registered Representative with Fidelity Brokerage Services LLC. Ann marie has been in the financial services industry since December 3, 1996. Previously, Ann marie was employed by National Financial Services LLC, Fidelity Distributors Company LLC and Fidelity Investments Institutional Services Company, Inc. Ann marie holds the Series 6, 7, and 63 securities licenses, as well as the SIE. Ann marie is currently registered with the states of Massachusetts, Rhode Island, Texas, and Utah. Ann marie specializes in financial services, investment management, and retirement planning.

Firm Information

Ann marie Gilbert is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ann marie Gilbert’s Registration & Firm History

RI

04/19/2021 - Present

Fidelity Brokerage Services LLC (SMITHFIELD RI)

RI

04/16/2021 - 06/22/2023

NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)

RI

03/01/2006 - 06/22/2023

FIDELITY DISTRIBUTORS COMPANY LLC (SMITHFIELD RI)

RI

08/04/1997 - 10/21/2005

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

MA

07/15/1996 - 07/22/1997

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

07/15/1996 - 07/22/1997

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

Not sure if Ann marie Gilbert is right for you?

Licenses & Designations

BC

Issued 09/24/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2010

Series 7 - General Securities Representative Examination

BC

Issued 07/12/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Ann marie Gilbert.
Not sure if Ann marie Gilbert is right for you?