Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Gilner is a registered representative with LPL Financial LLC, having joined the firm in May 2004. David Gilner holds a Series 6, Series 7 and Series 63 license, along with the SIE and Series 65. He is a registered Investment Advisor in both North Carolina and Texas. Prior to LPL Financial LLC, David Gilner worked at WS Griffith Securities, Inc. in Hartford, CT.
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.
1
2
NC
10/08/2020 - Present
LPL Financial LLC (CHAPEL HILL NC)
CT
08/15/1996 - 05/26/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
IA
Issued 10/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/14/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Gilner is the right advisor for you? Invested Better is here to help.
