Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Thomas Gilbert is a financial advisor with The Leaders Group, Inc., based in LITTLETON, CO. John has been in the financial services industry since 2005. Previously, John was with SagePoint Financial, Inc. in WEST DES MOINES, IA, Transamerica Financial Advisors, Inc in W. DES MOINES, IA, and ING Financial Partners, Inc. in WEST DES MOINES, IA. John holds FINRA Series 6, Series 63, and SIE licenses.
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.
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.
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2
CO
01/03/2017 - Present
THE Leaders Group, Inc. (LITTLETON CO)
IA
11/04/2014 - 12/31/2016
SAGEPOINT FINANCIAL, INC. (WEST DES MOINES IA)
IA
11/10/2010 - 10/30/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (W. DES MOINES IA)
IA
01/07/2008 - 12/31/2009
ING FINANCIAL PARTNERS, INC. (WEST DES MOINES IA)
IA
01/01/2005 - 12/31/2007
ING FINANCIAL PARTNERS, INC. (WEST DES MOINES IA)
CA
10/25/2004 - 01/01/2005
INTERLINK SECURITIES CORP. (WOODLAND HILLS CA)
BC
Issued 11/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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