Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Dale Gilbert is an investment advisor representative at Mercer Global Advisors Inc.. Douglas has been in the financial services industry since 2001. Douglas has a Series 7, Series 6, and Series 63 licenses. Douglas has worked for a number of firms including New England Securities, NYLife Securities Inc., QA3 Financial Corp., PrimeVest Financial Services, Inc., First National Capital Markets, Foreside Fund Services, LLC, and Mercer Global Advisors Inc.
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.
Trust services, estate planning, tax return preparation, consultation
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
NE
06/28/2013 - Present
Mercer Global Advisors Inc. (Omaha NE)
NE
06/15/2012 - 02/01/2013
FORESIDE FUND SERVICES, LLC (OMAHA NE)
NE
06/01/2010 - 03/12/2012
FIRST NATIONAL CAPITAL MARKETS (OMAHA NE)
NE
07/21/2008 - 06/02/2010
PRIMEVEST FINANCIAL SERVICES, INC. (OMAHA NE)
NE
05/17/2006 - 06/04/2008
QA3 FINANCIAL CORP. (OMAHA NE)
NY
09/09/2004 - 04/25/2006
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
12/05/2001 - 09/20/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 04/19/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/04/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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