Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gilbert? Claim Your ProfileGilbert Herrera is a financial advisor with Western International Securities, Inc. Gilbert has been in the financial services industry since September 9, 1999, and is registered to provide investment advice in 46 states. Gilbert offers portfolio management, financial planning and pension consulting services for individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
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2
CA
11/17/2015 - Present
Western International Securities, Inc. (Pasadena CA)
MA
10/31/2002 - 10/30/2015
BRILL SECURITIES, INC. (BOSTON MA)
NY
01/16/2002 - 11/27/2002
BISHOP, ROSEN & CO., INC. (NEW YORK NY)
NY
06/15/2001 - 01/18/2002
BROADBAND CAPITAL MANAGEMENT, LLC (NEW YORK NY)
NY
03/05/2001 - 06/14/2001
SOLID ISG CAPITAL MARKETS, LLC (NEW YORK NY)
NY
08/09/2000 - 02/22/2001
PRIME CHARTER LTD. (NEW YORK NY)
NY
08/14/1999 - 08/09/2000
BISHOP, ROSEN & CO., INC. (NEW YORK NY)
BC
Issued 09/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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