Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gilbert? Claim Your ProfileGilbert Gil is a financial advisor registered with Cuso Financial Services, LP in San Diego, CA. Gilbert is a licensed professional with more than 10 years of experience in the industry. Gilbert has held prior roles at LPL Financial LLC, U.S. Bancorp Investments, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Edward Jones. Gilbert is also registered with the state of California as a Registered Investment Advisor. Gilbert specializes in providing financial planning, pension consulting, and portfolio management services for individuals and 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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
12/08/2021 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
CA
03/17/2021 - 12/21/2021
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
06/19/2017 - 03/09/2021
U.S. BANCORP INVESTMENTS, INC. (IRVINE CA)
CA
04/19/2016 - 06/20/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BONITA CA)
CA
02/03/2010 - 03/22/2016
U.S. BANCORP INVESTMENTS, INC. (SAN DIEGO CA)
CA
08/01/2008 - 02/20/2009
EDWARD JONES (SAN DIEGO CA)
BOTH
Issued 08/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/02/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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