Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Gilbert is a financial professional with over 30 years of experience in the industry. Daniel is currently registered with First Heartland Consultants, Inc., located in Tipp City, Ohio. Daniel holds a Series 6, 7, and 63 licenses and is a Chartered Financial Consultant.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
08/15/2024 - Present
First Heartland Consultants, Inc. (TIPP CITY OH)
OH
06/14/2024 - 08/20/2024
OSAIC WEALTH, INC. (Tipp City OH)
OH
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Tipp City OH)
OH
02/09/2016 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Tipp City OH)
OH
09/17/1999 - 08/12/2014
FSC SECURITIES CORPORATION (DAYTON OH)
MO
12/15/1998 - 09/02/1999
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IN
07/03/1995 - 12/18/1998
CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)
NA
03/12/1993 - 06/30/1995
FINANCIAL HORIZONS SECURITIES CORPORATION
NA
04/21/1983 - 01/19/1989
EQUICO SECURITIES, INC.
NA
09/29/1981 - 01/19/1989
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 01/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/1995
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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