Unclaimed
Gil Elmaleh is a financial professional with over 30 years of experience in the industry. Gil Elmaleh has been active in the securities industry since 1993 and has held several positions at reputable firms, including Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated, and MML Investors Services, LLC. Gil Elmaleh holds licenses for both broker-dealer and investment advisor roles and is a registered representative in multiple states. Gil Elmaleh has a broad range of experience in providing financial advice to individuals and businesses.
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.
Asset allocation programs
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.
Solicitors fees
1
2
VA
02/27/2023 - Present
MML Investors Services, LLC (RICHMOND VA)
NY
08/22/1994 - 02/03/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WHITE PLAINS NY)
WI
08/22/1994 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MA
12/17/1992 - 05/17/1994
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 11/18/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/12/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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