Unclaimed
Matthew Gilmore is a financial advisor with Sentry Equity Services, Inc., located in Stevens Point, WI. Matthew is licensed in Massachusetts and has been in the financial services industry since 2013. He holds the Series 6 and Series 63 securities licenses, as well as the SIE exam.
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
WI
05/18/2018 - Present
Sentry Equity Services, Inc. (STEVENS POINT WI)
CT
01/02/2013 - 06/09/2015
MML DISTRIBUTORS, LLC (ENFIELD CT)
CT
09/08/2010 - 01/02/2013
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (SIMSBURY CT)
BC
Issued 05/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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