Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gilbert? Claim Your ProfileGilbert Little is a financial advisor with over 7 years of experience in the financial services industry. Gilbert currently works for Ameriprise Financial Services, LLC, where has been registered since February 2022. Gilbert has previously worked for RAYMOND JAMES FINANCIAL SERVICES, INC. and BBVA SECURITIES INC.. Gilbert holds the Series 7, Series 66 and SIE licenses. Gilbert specializes in financial planning, portfolio management for individuals and businesses, educational seminars and asset allocation services. Gilbert has a broad client base, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Gilbert's clients can rely on Gilbert's experience and expertise to help them achieve their financial goals.
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.
Asset allocation services
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.
1
2
TX
03/22/2022 - Present
Ameriprise Financial Services, LLC (Georgetown TX)
TX
07/24/2018 - 02/04/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (FORT WORTH TX)
TX
04/27/2015 - 06/12/2018
BBVA SECURITIES INC. (FORT WORTH TX)
BOTH
Issued 08/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gilbert Little is the right advisor for you? Invested Better is here to help.
