Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gilbert? Claim Your ProfileGilbert Gallant is a financial advisor who has been in the industry since 1998. Gilbert is currently registered with Commonwealth Financial Network and is a Certified Financial Planner and a Chartered Financial Consultant. He has worked for several firms, including LPL Financial LLC, Invest Financial Corporation, Park Avenue Securities LLC, and Guardian Investor Services Corporation. Gilbert is licensed in several states including Arizona, Arkansas, California, Connecticut, Florida, Georgia, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, Texas, and Virginia. Gilbert is a Registered Representative and Investment Advisor Representative.
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.
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.
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2
MA
07/06/2018 - Present
Commonwealth Financial Network (Danvers MA)
MA
01/03/2001 - 08/03/2018
LPL FINANCIAL LLC (SALEM MA)
WI
08/01/2000 - 12/31/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
05/03/1999 - 07/31/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
06/22/1998 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 06/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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