Unclaimed
Gilbert Sabatka is a financial advisor with Creativeone Securities, LLC. Gilbert has been working in the financial services industry since 1984 and has experience with a variety of financial products and services, including investment advisory services, life insurance, and fixed and indexed annuities. Gilbert is a Certified Financial Planner and holds the Series 7 and Series 63 licenses. He is registered in 10 states. Prior to joining Creativeone Securities, LLC, Gilbert worked with NEWBRIDGE SECURITIES CORPORATION, BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC., LPL FINANCIAL CORPORATION, MUTUAL SERVICE CORPORATION, and PENN MUTUAL EQUITY SERVICES, INC.. Gilbert is committed to providing clients with personalized financial advice and guidance.
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.
A percentage of the total value of assets under management is charged.
1
2
KS
04/25/2018 - Present
Creativeone Securities, LLC (Manhattan KS)
KS
12/19/2016 - 05/02/2018
NEWBRIDGE SECURITIES CORPORATION (MANHATTAN KS)
KS
04/27/2010 - 12/21/2016
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (MANHATTAN KS)
KS
09/08/2009 - 05/03/2010
LPL FINANCIAL CORPORATION (OLATHE KS)
KS
04/29/1985 - 09/08/2009
MUTUAL SERVICE CORPORATION (MANHATTAN KS)
NA
05/25/1984 - 05/01/1985
PENN MUTUAL EQUITY SERVICES, INC.
BC
Issued 03/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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