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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gilbert? Claim Your ProfileGilbert Meadows is a financial advisor registered with Stifel, Nicolaus & Company, Inc. with over 28 years of experience in the industry. Gilbert's career began at Merrill Lynch, Pierce, Fenner & Smith Incorporated in 1995 and continued at Wells Fargo Clearing Services, LLC before joining Stifel, Nicolaus & Company, Inc. in 2023. Gilbert Meadows has a broad range of licenses and experience. Gilbert holds Series 63 and Series 65 licenses, as well as Series 7 and SIE licenses. Gilbert is also a Certified Financial Planner. The advisor's expertise includes working with individuals, corporations, and charitable organizations. Gilbert Meadows provides investment advisory services and financial planning, as well as manages portfolios for pooled investment vehicles.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AL
01/31/2023 - Present
Stifel, Nicolaus & Company, Inc. (MONTGOMERY AL)
AL
03/01/2012 - 02/01/2023
WELLS FARGO CLEARING SERVICES, LLC (MONTGOMERY AL)
AL
03/09/1995 - 03/05/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MONTGOMERY AL)
IA
Issued 04/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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