Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gilbert? Claim Your ProfileGilbert J. Riojas is a registered representative with Stifel, Nicolaus & Company, Inc., and has been in the industry since 1989. Gilbert is a highly experienced financial professional with a strong track record of success. Gilbert has extensive experience in financial planning, portfolio management, and investment advice, particularly in the areas of business development, retirement planning, and wealth management. Gilbert also manages family cattle ranching operations and real estate property acquisitions, bringing a unique perspective and practical approach to financial planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
01/30/2014 - Present
Stifel, Nicolaus & Company, Inc. (AUSTIN TX)
TX
09/24/2004 - 02/07/2014
UBS FINANCIAL SERVICES INC. (AUSTIN TX)
TN
08/02/1993 - 09/30/2004
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NA
12/21/1989 - 08/02/1993
CAPITOL SECURITIES GROUP, INC.
IA
Issued 08/08/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Gilbert Riojas is the right advisor for you? Invested Better is here to help.
