Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gilbert? Claim Your ProfileGilbert Arevalos is an Investment Advisor Representative with BFC Planning, Inc. Gilbert has been in the financial services industry since February 19, 2000. Gilbert has a strong background in financial services and has worked with a variety of clients, including individuals, corporations, and charitable organizations. Gilbert is committed to providing his clients with personalized financial advice and helping them reach their financial goals. Gilbert is registered with the following states: Arizona, Arkansas, Idaho, Iowa, New Mexico, New York, North Carolina, and Texas.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
NM
05/23/2016 - Present
BFC Planning, Inc. (Albuquerque NM)
NM
06/04/2012 - 05/16/2016
ADIRONDACK TRADING GROUP LLC (ALBUQUERQUE NM)
NM
04/12/2010 - 06/07/2012
VALIC FINANCIAL ADVISORS, INC. (ALBUQUERQUE NM)
NM
06/05/2007 - 05/05/2010
METLIFE SECURITIES INC. (ALBUQUERQUE NM)
CA
02/14/2005 - 04/05/2006
ALLSTATE FINANCIAL SERVICES, LLC (WATSONVILLE CA)
CA
02/27/2004 - 02/09/2005
SCF SECURITIES, INC. (SAN DIEGO CA)
MA
08/05/2003 - 02/27/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
MI
11/04/2002 - 08/04/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
CA
08/09/2001 - 10/29/2002
ATLAS SECURITIES, INC. (SAN LEANDRO CA)
IL
02/03/2000 - 08/09/2001
IAC SECURITIES, INC. (TINLEY PARK IL)
NY
11/13/1998 - 01/03/2000
WALL STREET FINANCIAL GROUP, INC. (VICTOR NY)
IA
Issued 09/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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