Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Norman? Claim Your ProfileNorman Gilbert is a financial advisor with J. W. Cole Advisors, Inc. Norman has been working in the financial services industry since 1976. Norman is a Certified Financial Planner and a Chartered Financial Consultant. Norman has a Series 7, Series 63, Series 6TO and Series 22TO. Norman's office is located in Tampa, Florida, but Norman also works from offices in Hobe Sound and Jupiter, Florida.
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.
Hourly & fixed rate consulting
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.
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2
FL
10/07/2009 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
FL
01/07/2004 - 08/03/2009
MUTUAL SERVICE CORPORATION (PALM BEACH GARDENS FL)
OH
01/14/1999 - 12/31/2003
VALMARK SECURITIES, INC. (AKRON OH)
NY
11/20/1985 - 01/11/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
07/02/1976 - 11/06/1985
NEL EQUITY SERVICES CORPORATION
BC
Issued 04/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/26/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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