Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dorota? Claim Your ProfileDorota Gilbert is an Investment Advisor Representative at Kovack Advisors, Inc.. Dorota has been in the financial industry since 2003. Dorota Gilbert has been a registered representative with the firm since 2016, Previously, Dorota was employed by Ameriprise Financial Services, Inc., Kovack Securities Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Oppenheimer & Co. Inc., Janney Montgomery Scott LLC, and Salomon Smith Barney Inc. Dorota holds the Series 7, Series 66 and SIE licenses.
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.
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
FL
03/01/2019 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
FL
11/01/2018 - 11/30/2018
AMERIPRISE FINANCIAL SERVICES, INC. (BOCA RATON FL)
FL
04/15/2016 - 10/29/2018
KOVACK SECURITIES INC. (FT. LAUDERDALE FL)
FL
06/29/2009 - 06/11/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)
FL
02/01/2005 - 10/13/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL SPRINGS FL)
NY
09/08/2003 - 01/07/2005
OPPENHEIMER & CO. INC. (NEW YORK NY)
PA
10/16/2000 - 04/24/2002
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NY
05/17/2000 - 10/17/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 07/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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