Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gil? Claim Your ProfileGil Marcovici is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Gil has been in the securities industry since November 6, 1992 and has a total of 20 approved state securities registrations, including registrations in New Jersey, Texas, Arizona, California, Connecticut, Florida, Georgia, Indiana, Maine, Maryland, Massachusetts, New Hampshire, New Mexico, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Virginia and Washington. Gil is also a registered investment advisor in New Jersey and Texas. Gil is a Series 7, Series 63 and Series 65 licensed professional.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
09/27/2004 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PARAMUS NJ)
NY
06/23/1998 - 02/21/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
06/06/1994 - 07/01/1998
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
09/29/1992 - 04/29/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 12/27/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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