Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dorothy? Claim Your ProfileDorothy Gilbert is a financial advisor at Osaic Wealth, Inc. Dorothy has been in the financial services industry since 1983 and has a wide range of experience. She has held positions at several firms, including SunAmerica Securities, Inc., American Express Financial Advisors Inc., IDS Financial Services Inc., and Pruco Securities Corporation. Dorothy is a Certified Financial Planner and has earned the Series 6, 7, 24, 51, 63 and 65 licenses. Dorothy is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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
LA
05/13/2024 - Present
Osaic Wealth, Inc. (BATON ROUGE LA)
LA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (BATON ROUGE LA)
AZ
10/22/1990 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MN
04/25/1985 - 10/24/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/25/1985 - 12/24/1986
IDS FINANCIAL SERVICES INC. (MINNEAPOLIS MN)
NA
06/20/1983 - 06/18/1985
PRUCO SECURITIES CORPORATION
IA
Issued 01/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/28/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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