Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gilberto? Claim Your ProfileGilberto Alejandro Paiz has been in the financial industry since 1999. Gilberto is currently registered with Next Financial Group, Inc. in Texas. Gilberto has held previous positions with WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO INVESTMENTS, LLC. Gilberto holds several licenses and registrations including Series 6, 7, 11, 63 and 65. Gilberto specializes in providing financial planning, portfolio management, and educational seminars. Gilberto's services are available to a variety of clients including individuals, businesses, charitable organizations, and pension and profit-sharing plans. Gilberto is also involved in the community and serves on several boards of directors.
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.
Seminar/workshop attendance fees
1
2
TX
06/01/2020 - Present
Next Financial Group, Inc. (KERRVILLE TX)
TX
01/03/2011 - 06/02/2020
WELLS FARGO CLEARING SERVICES, LLC (KERRVILLE TX)
TX
09/27/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (KERRVILLE TX)
TX
08/02/1999 - 09/24/2001
NBC FINANCIAL, INC. (SAN ANTONIO TX)
IA
Issued 01/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1999
Series 11 - Assistant Representative-Order Processing Qualification Exam
BC
Issued 12/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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