Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Candice? Claim Your ProfileCandice Gilman is a financial advisor with Sofi Wealth LLC. Candice Gilman has been in the financial services industry since October 26, 2007. Candice Gilman is a registered representative with FINRA and the state of Delaware. Candice Gilman is also a registered investment advisor with the state of Delaware. Candice Gilman holds the Series 7, 24, 4, 52, 53, 66, 99TO and SIE licenses. Candice Gilman currently works in Claymont, DE.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
DE
03/23/2022 - Present
Sofi Wealth LLC (CLAYMONT DE)
DE
05/03/2018 - 03/30/2022
COASTAL EQUITIES, INC. (WILMINGTON DE)
DE
12/17/2015 - 04/23/2018
CAPITAL ONE INVESTING, LLC (WILMINGTON DE)
VA
11/11/2010 - 12/07/2015
WELLS FARGO ADVISORS, LLC (HAMPTON VA)
VA
04/10/2007 - 05/12/2010
MICG INVESTMENT MANAGEMENT, LLC (NEWPORT NEWS VA)
BOTH
Issued 10/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/20/2009
Series 4 - Registered Options Principal Examination
BC
Issued 11/12/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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