Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Gililland is a registered Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. David is based in NEW YORK, NY, but also works from the branch office in ABILENE, TX. David has been in the securities industry since July 1987. David has passed the Series 3, 63, 7, 8, and SIE examinations and is also licensed as an investment advisor representative in Texas. David has a strong track record of providing financial advice to individuals, corporations, and other entities. David provides financial planning, portfolio management, and investment advisory services to clients. David specializes in a variety of investment areas including: fixed income securities, equities, mutual funds, options, and commodities.
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.
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2
NY
07/23/1987 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
TX
06/29/1987 - 10/28/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ABILENE TX)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/1990
Series 3 - National Commodity Futures Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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