Unclaimed
Gilbert Henry Ramon is a financial advisor with over 30 years of experience in the industry. Gilbert is currently registered with Hilltop Securities Inc. in Houston, TX. Gilbert has a strong background in investments and is committed to providing personalized financial advice to help clients achieve their financial goals. Gilbert is also registered in 53 states and territories. Prior to joining Hilltop Securities Inc., Gilbert worked for Cantor Fitzgerald & Co., Wells Fargo Securities, LLC, Wells Fargo Brokerage Services, L.L.C., Chase Securities of Texas, Inc., AGF Investment Corp., American General Securities Incorporated, American Capital Marketing, Inc., and First Investors Corporation.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
12b-1 fees
1
2
TX
10/31/2019 - Present
Hilltop Securities Inc. (Houston TX)
TX
10/17/2016 - 10/24/2019
CANTOR FITZGERALD & CO. (HOUSTON TX)
TX
11/06/2009 - 08/18/2016
WELLS FARGO SECURITIES, LLC (HOUSTON TX)
TX
06/01/2001 - 11/06/2009
WELLS FARGO BROKERAGE SERVICES, L.L.C. (HOUSTON TX)
TX
05/09/1996 - 06/13/2001
CHASE SECURITIES OF TEXAS, INC. (HOUSTON TX)
IN
01/01/1995 - 04/24/1996
AGF INVESTMENT CORP. (EVANSVILLE IN)
AZ
03/22/1995 - 04/17/1996
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NA
01/17/1992 - 11/23/1994
AMERICAN CAPITAL MARKETING, INC.
NJ
04/08/1991 - 01/28/1992
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 04/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1993
Series 7 - General Securities Representative Examination
BC
Issued 04/05/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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