Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gilbert? Claim Your ProfileGilbert Lara is a registered representative with J.P. Morgan Securities LLC. Gilbert has been in the financial services industry for over 25 years and has a wide range of experience working with individuals and businesses. Gilbert is registered in 53 states and has earned several industry licenses, including Series 7, 9, 10, 24, 63, and 66. Gilbert specializes in financial planning, portfolio management, and pension consulting. Gilbert also has experience with investment companies, high-net-worth individuals, corporations, and other businesses.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
06/01/2017 - Present
J.p. Morgan Securities LLC (Plano TX)
TX
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN ANTONIO TX)
CA
11/07/2007 - 05/02/2009
WAMU INVESTMENTS, INC. (IRVINE CA)
TX
07/22/2004 - 06/29/2007
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
NY
03/06/1997 - 06/10/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 05/25/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/18/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/28/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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