Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gil? Claim Your ProfileGil Matro is a financial advisor registered with Navy Federal Investment Services, LLC. Gil has been in the financial industry since 1996 and has held registrations in multiple states. Gil is registered with FINRA and holds Series 6, 7, and 63 licenses, as well as a SIE and a Series 65. Gil has experience in various financial services, including investment advisory services, financial planning, and portfolio management. Gil's current firm, Navy Federal Investment Services, LLC, is a registered investment advisor and offers a range of financial services, including investment advisory services, financial planning, and portfolio management. The firm's primary focus is on serving high-net-worth individuals and individual investors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
01/04/2017 - Present
Navy Federal Investment Services, LLC (SAN DIEGO CA)
CA
07/24/2000 - 07/03/2006
CUNA BROKERAGE SERVICES, INC. (SAN DIEGO CA)
CA
03/20/1999 - 10/19/1999
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
05/22/1998 - 03/05/1999
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
NJ
12/22/1995 - 05/20/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 04/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/21/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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