Unclaimed
Gil Blum is a registered representative with Needham & Company, LLC in New York, NY. Gil has been in the financial services industry since March 13, 2018 and has passed several FINRA exams including Series 7, Series 63, Series 86, Series 87 and the SIE. Gil holds licenses in California, Illinois, Massachusetts and New York.
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.
Securities research
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.
Pursuant to csa agreements
1
2
NY
03/14/2018 - Present
Needham & Company, LLC (NEW YORK NY)
BC
Issued 04/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2018
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 06/15/2018
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/14/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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