Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you B? Claim Your ProfileB. Gill is an active investment advisor representative with over 29 years of experience in the financial industry. B. Gill is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been with the firm since January 1995. B. Gill has held prior positions with OLDE DISCOUNT CORPORATION and Bank of America, N.A.. B. Gill holds a Series 63 license and a Series 65 license, as well as other FINRA registrations. B. Gill specializes in providing portfolio management for businesses and individuals, as well as pension consulting and educational seminars.
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
CA
07/02/2008 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MODESTO CA)
MI
04/30/1993 - 12/06/1994
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 12/15/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/24/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 04/29/1993
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
Not sure B Gill is the right advisor for you? Invested Better is here to help.
