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Louise Dire Gilbert

Fidelity Brokerage Services LLC

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About Louise Dire Gilbert

Louise Gilbert is a financial advisor with over 30 years of experience in the industry. Louise is currently registered with Fidelity Brokerage Services LLC and has a broad range of experience, having previously worked at firms such as PRUCO SECURITIES, LLC., CHURCHILL SECURITIES, INC., ADVEST, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., REICH & CO., INC., and PRUDENTIAL-BACHE SECURITIES INC. Louise holds the Series 7, Series 6, Series 63, Series 65, and SIE licenses. Louise is registered to provide investment advice in 53 states and territories.

Firm Information

Louise Gilbert is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Louise Gilbert’s Registration & Firm History

RI

11/03/2022 - Present

Fidelity Brokerage Services LLC (SMITHFIELD RI)

NY

07/05/2010 - 09/28/2022

PRUCO SECURITIES, LLC. (White Plains NY)

NA

03/13/1990 - 05/31/1990

CHURCHILL SECURITIES, INC.

NA

04/06/1989 - 01/22/1990

ADVEST, INC.

NA

09/22/1987 - 06/20/1988

AMERICAN EXPRESS FINANCIAL ADVISORS INC.

NA

07/08/1987 - 09/09/1987

REICH & CO., INC.

NA

12/17/1985 - 06/02/1986

PRUDENTIAL-BACHE SECURITIES INC.

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Licenses & Designations

IA

Issued 06/28/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/27/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/04/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/14/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Louise Dire Gilbert.
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