Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gilbert? Claim Your ProfileGilbert Zepeda is a financial advisor at Osaic Wealth, Inc. located in Plano, Texas. Gilbert has over 38 years of experience in the financial services industry. Gilbert has a strong background in financial planning, portfolio management, and insurance. Gilbert holds the Series 6, 7, and 63 licenses as well as the SIE exam. Gilbert is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals. Gilbert also serves as a senior partner at Legacy Investment Services, Inc.
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
TX
01/19/2024 - Present
Osaic Wealth, Inc. (PLANO TX)
TX
10/08/2010 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (PLANO TX)
TX
10/23/2009 - 10/01/2010
WFG INVESTMENTS, INC. (FORT WORTH TX)
TX
11/19/1989 - 10/28/2009
ROYAL ALLIANCE ASSOCIATES, INC. (FT WORTH TX)
NA
01/11/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
03/20/1986 - 01/30/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
05/08/1985 - 03/13/1986
MONY SECURITIES CORP.
BC
Issued 04/24/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 04/22/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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