Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gilbert? Claim Your ProfileGilbert Bovell is an active investment advisor representative with Morgan Stanley. Gilbert's career in the securities industry began in 2005, and Gilbert currently holds Series 7, Series 31, and Series 66 licenses as well as the SIE designation. Gilbert is registered as a broker-dealer in 24 states and an investment advisor representative in 2 states. Gilbert has previous employment history with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Gilbert also provides mediation and holistic lifestyle coaching services outside of Morgan Stanley as the sole proprietor of Shine Your Light LLC.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
01/07/2022 - Present
Morgan Stanley (Mount Laurel NJ)
NJ
05/11/2012 - 01/11/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT LAUREL NJ)
NJ
06/01/2009 - 05/16/2012
MORGAN STANLEY SMITH BARNEY (VOORHEES NJ)
NJ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (VOORHEES NJ)
NJ
02/09/2005 - 04/02/2007
MORGAN STANLEY DW INC. (VOORHEES NJ)
BOTH
Issued 02/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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