Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Gilbert is a financial advisor with over 15 years of experience in the industry. Joseph is currently registered with Wells Fargo Clearing Services, LLC, and has previously worked with Stifel, Nicolaus & Company, Incorporated, Barclays Capital Inc. and Morgan Stanley Smith Barney. Joseph has a strong track record of success in providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Joseph is committed to providing his clients with personalized financial advice and guidance that meets their unique needs. Joseph holds Series 7, 31 and 66 licenses, in addition to the Securities Industry Essentials Examination (SIE).
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.
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.
Investment consulting services to institutional clients
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
VA
06/19/2020 - Present
Wells Fargo Clearing Services, LLC (MCLEAN VA)
DC
12/04/2015 - 03/22/2019
STIFEL, NICOLAUS & COMPANY, INCORPORATED (WASHINGTON DC)
DC
05/20/2011 - 12/04/2015
BARCLAYS CAPITAL INC. (WASHINGTON DC)
DC
06/01/2009 - 06/03/2011
MORGAN STANLEY SMITH BARNEY (WASHINGTON DC)
DC
07/23/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WASHINGTON DC)
BOTH
Issued 08/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 07/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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