Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you J? Claim Your ProfileJ Townsend Gilbert is a financial advisor with Equity Services, Inc. J has been working in the financial industry since February 1993. J is registered as a Broker-Dealer and Investment Advisor in several states including Vermont, Pennsylvania, and New Hampshire. J offers a range of services, including financial planning, portfolio management, and education seminars. J is also an agent for The Vermont Agency, where J sells fixed insurance. J is committed to providing clients with personalized financial advice and strategies to help them achieve their 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.
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
PA
03/06/2019 - Present
Equity Services, Inc. (EASTON PA)
NH
12/12/2011 - 03/05/2019
LPL FINANCIAL LLC (WALPOLE NH)
VT
02/23/1993 - 12/19/2011
EQUITY SERVICES, INC. (CHESTER VT)
IA
Issued 08/29/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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