Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gilbert? Claim Your ProfileGilbert Guede is a financial advisor with Money Concepts Capital Corp., a financial services firm. Gilbert has been a financial advisor since 2000, and has a wide range of experience in the financial industry. Gilbert has held various roles at multiple financial institutions, including Invest Financial Corporation, Kovack Securities Inc., NYLIFE Securities Inc., AXA Advisors, LLC, American Express Financial Advisors Inc., and IDS Life Insurance Company. Gilbert specializes in providing financial planning, portfolio management for businesses and individuals, and general consulting services. Gilbert is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in Florida.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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
FL
02/12/2018 - Present
Money Concepts Capital Corp. (Miami FL)
FL
02/09/2010 - 02/13/2018
INVEST FINANCIAL CORPORATION (MIAMI FL)
FL
09/01/2004 - 12/31/2009
KOVACK SECURITIES INC. (MIAMI FL)
NY
10/30/2001 - 09/10/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
NY
04/02/2001 - 08/03/2001
AXA ADVISORS, LLC (NEW YORK NY)
MN
12/04/2000 - 02/13/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/04/2000 - 02/13/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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