Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gilbert? Claim Your ProfileGilbert Talbert is a registered representative of Capital Synergy Partners with over 20 years of experience in the financial industry. Gilbert's career has included roles at Foresters Equity Services, Inc., Allstate Financial Services, LLC, Sammons Securities Company, LLC, NYLIFE Securities Inc., and Edward Jones. Gilbert holds Series 7, 63, and 65 licenses, and the SIE exam. Gilbert specializes in providing financial planning and portfolio management services for individuals and families. Gilbert's firm, Capital Synergy Partners, is a registered investment advisor that provides a range of services including financial planning, portfolio management, and selection of other advisors.
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.
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.
Csp receives third party referral, selection & monitoring fees
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2
CA
11/02/2018 - Present
Capital Synergy Partners (IRVINE CA)
CA
07/12/2016 - 11/01/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
IN
10/30/2008 - 07/07/2016
ALLSTATE FINANCIAL SERVICES, LLC (GREENWOOD IN)
IN
03/09/2006 - 11/04/2008
SAMMONS SECURITIES COMPANY, LLC (INDIANAPOLIS IN)
NY
08/23/2004 - 03/29/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
MO
05/03/2000 - 08/06/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 12/01/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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