Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Allan Gilbert is a financial advisor with &partners, a firm with over 170 investment advisor representatives. Mark has been in the industry since 1996 and has worked with a number of firms including Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Crews & Associates, Inc. He has a variety of certifications including the Series 7, Series 24, Series 31, Series 63, and Series 65 exams. Mark Gilbert is registered in 38 states, as well as in the District of Columbia and Puerto Rico. Mark Gilbert is also a member of the board for the Summersby Homeowners Association and is a co-founder of 1828 Capital LLC. Mark Gilbert provides a variety of services including portfolio management for businesses and individuals, financial planning, pension consulting, publication of periodicals, and selection of other advisors.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
AR
11/15/2024 - Present
&partners (Fayetteville AR)
AR
05/19/2009 - 01/04/2012
MORGAN STANLEY SMITH BARNEY (SPRINGDALE AR)
AR
03/10/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SPRINGDALE AR)
AR
01/06/2004 - 02/28/2005
CREWS & ASSOCIATES, INC. (LITTLE ROCK AR)
TN
05/21/1998 - 07/02/2004
FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)
MN
12/02/1996 - 05/27/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/02/1996 - 05/27/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 11/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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