Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Gibert is a financial advisor with Kestra Advisory Services, LLC. Paul has been in the financial services industry since September 4, 1996. He is registered in NC and TX. Paul's areas of expertise include financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Paul is a Certified Financial Planner and holds Series 7, Series 63, Series 65, and SIE licenses.
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.
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.
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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NC
10/13/2023 - Present
Kestra Advisory Services, LLC (CHARLOTTE NC)
NC
06/01/2009 - 11/12/2010
MORGAN STANLEY SMITH BARNEY (CHARLOTTE NC)
NC
08/11/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHARLOTTE NC)
NC
08/14/2000 - 08/25/2006
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
NY
09/25/1998 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NC
09/05/1996 - 11/09/1998
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 09/24/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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