Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Gilbert has been in the financial services industry since February 22, 1976 and is currently registered with Equitable Advisors, LLC. Gilbert's previous experience includes working with The Equitable Life Assurance Society of the United States, Mutual of Omaha Investor Services, Inc., Kirkpatrick, Pettis, Smith, Polian Inc. and Mutual of Omaha Fund Management Company. Gilbert is a Registered Representative and Investment Advisor Representative. He is licensed to provide financial and investment advisory services in Arkansas, Maryland, New Mexico, North Carolina and Virginia. Gilbert offers a variety of financial services including financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for businesses and individuals.
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
VA
03/08/2000 - Present
Equitable Advisors, LLC (CHESAPEAKE VA)
NY
08/27/1996 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NE
05/01/1991 - 08/01/1996
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
NE
07/15/1985 - 12/31/1990
KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)
NE
10/01/1975 - 12/20/1990
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY (OMAHA NE)
IA
Issued 08/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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