Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bria? Claim Your ProfileBria May Gilbert is a registered representative with LPL Financial LLC. Bria has been in the financial services industry since 2009 and has experience with MBSC Securities Corporation and VOYA INVESTMENTS DISTRIBUTOR, LLC. Bria's office is located in CHESTER, CT and she is registered to conduct business in 34 states. Bria specializes in providing financial planning, portfolio management, and other investment related services to individuals, corporations, and other institutions.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
Consulting and other non-discretionary advisory services
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.
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2
CT
04/15/2019 - Present
LPL Financial LLC (CHESTER CT)
NY
05/13/2014 - 03/12/2019
MBSC SECURITIES CORPORATION (NEW YORK NY)
CT
03/02/2011 - 05/15/2014
VOYA INVESTMENTS DISTRIBUTOR, LLC (WINDSOR CT)
CT
08/18/2009 - 03/14/2011
LPL FINANCIAL LLC (FARMINGTON CT)
BOTH
Issued 11/19/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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