Unclaimed
Matthew Gilmore is a financial advisor with Private Advisor Group, LLC in Hawthorne, NY and has been in the industry since 2003. Matthew holds the Series 66, Series 7, and SIE licenses. Matthew has a strong background in financial planning, investment management, and insurance services. Matthew has worked with a wide range of clients, including individuals, families, businesses, and charitable organizations. Matthew has experience working with a variety of financial products, including stocks, bonds, mutual funds, ETFs, and insurance. Matthew is committed to providing his clients with personalized financial advice and guidance.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NY
08/16/2016 - Present
Private Advisor Group, LLC (Hawthorne NY)
NY
10/12/2011 - 08/17/2016
MML INVESTORS SERVICES, LLC (TARRYTOWN NY)
NY
10/30/2003 - 10/14/2011
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 11/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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