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Matthew B Gilmore

Sentry Equity Services, Inc.

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About Matthew B Gilmore

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.

Firm Information

Matthew Gilmore is currently registered with Sentry Equity Services, Inc.. Sentry Equity Services, Inc. is a corporation formed in May 1969, registered in all 50 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

32

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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Matthew Gilmore’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew B Gilmore.
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