Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gilbert? Claim Your ProfileGilbert Neighbors is a financial advisor with over 20 years of experience in the industry. Gilbert is currently registered with Private Advisor Group, LLC and has also previously worked at Wells Fargo Clearing Services, LLC and Prudential Securities Incorporated. Gilbert holds Series 63, 65, 7, and SIE licenses and has extensive experience in providing investment advisory services. Gilbert's clients include high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Gilbert is committed to providing his clients with personalized financial advice and investment management services.
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.
Solicitation/referral
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/referral fees
1
2
AL
11/07/2017 - Present
Private Advisor Group, LLC (HUNTSVILLE AL)
AL
07/01/2003 - 11/07/2017
WELLS FARGO CLEARING SERVICES, LLC (HUNTSVILLE AL)
NY
06/23/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 07/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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