Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Gilbert is a financial advisor with over 30 years of experience in the industry. She has been registered with the state of Texas since 2006 and holds the Series 6, 7, 24, 52, 53, and 63 licenses. She is a Registered Representative with BOK Financial Securities, Inc. She has experience working with high-net-worth individuals, corporations, and charitable organizations. Nicole Gilbert specializes in portfolio management, financial planning, and educational seminars.
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.
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.
Furnishes advice about securities in any manner not described above.
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.
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2
TX
03/31/2008 - Present
BOK Financial Securities, Inc. (PLANO TX)
TX
11/09/1994 - 06/13/2006
CAPITAL ONE INVESTMENTS, LLC (DALLAS TX)
VA
09/13/1994 - 11/02/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
RI
02/03/1994 - 08/19/1994
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IL
02/17/1993 - 12/18/1993
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
IA
Issued 03/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2005
Series 24 - General Securities Principal Examination
BC
Issued 03/07/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1994
Series 7 - General Securities Representative Examination
BC
Issued 02/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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