Unclaimed
Jean-pierre Gilbert is a registered representative with BNY Mellon Securities Corp. Jean-pierre has been in the industry since 2023 and is licensed to conduct securities business in 53 states. Jean-pierre Gilbert is registered with the Financial Industry Regulatory Authority (FINRA). Jean-pierre Gilbert's Series 63, Series 7TO, and SIE licenses enable the advisor to provide securities services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
04/19/2023 - Present
BNY Mellon Securities Corp. (UNIONDALE NY)
BC
Issued 06/20/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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