Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Gillman is a financial advisor with over 40 years of experience in the industry. He is currently registered with Equitable Advisors, LLC and holds several licenses, including Series 7, 31, and 66. Prior to joining Equitable Advisors, LLC, Keith worked for Morgan Stanley. Keith is a licensed investment advisor representative in Florida, New Jersey, and New York.
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
NY
02/22/2024 - Present
Equitable Advisors, LLC (NEW YORK NY)
NJ
06/01/2009 - 02/29/2024
MORGAN STANLEY (Red Bank NJ)
NJ
01/30/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RED BANK NJ)
NJ
04/16/2004 - 02/11/2009
UBS FINANCIAL SERVICES INC. (RED BANK NJ)
NY
01/05/1983 - 04/30/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 06/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 12/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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