Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hal? Claim Your ProfileHal Matthew Gilbert is a financial advisor with over 39 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. and has a background in providing financial planning, portfolio management, and pension consulting services. Hal has a proven track record in helping individuals, businesses, and charitable organizations achieve their financial goals. He holds Series 7, 24, 51, 55, 63, and 65 licenses, and has been recognized for his expertise in the field.
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
AZ
10/21/2011 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
03/16/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
11/10/2020 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
11/10/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
11/10/2020 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
09/06/2001 - 05/16/2002
WORLDCO, L.L.C. (NEW YORK NY)
CT
04/03/2000 - 12/12/2001
AUERBACH, POLLAK & RICHARDSON INC. (STAMFORD CT)
NY
07/17/2001 - 09/17/2001
WEATHERLY SECURITIES CORPORATION (NEW YORK NY)
NY
06/03/1999 - 12/09/1999
KAUFMAN BROS., L.P. (NEW YORK NY)
NY
03/23/1999 - 05/19/1999
MERCER PARTNERS INCORPORATED (NEW YORK NY)
NY
06/29/1998 - 11/02/1998
WARBURG DILLON READ LLC (NEW YORK NY)
CT
09/21/1995 - 06/29/1998
SBC WARBURG DILLON READ INC. (STAMFORD CT)
NY
05/24/1994 - 05/01/1995
S.G. WARBURG & CO. INC. (NEW YORK NY)
NY
05/06/1986 - 06/08/1994
SMITH BARNEY INC. (NEW YORK NY)
NA
03/23/1981 - 04/23/1986
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 11/1/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/1/2011
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 5/22/2000
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/12/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 3/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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