Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rhonda? Claim Your ProfileRhonda Gilbert is a financial advisor with Keystone Financial Group, Inc., with over 20 years of experience in the financial services industry. Rhonda is registered with the state of Georgia and is a licensed Investment Advisor Representative. Rhonda has held previous positions with Cambridge Investment Research, Inc., 1st Global Capital Corp., Winebrenner Capital Partners, LLC, Triad Advisors, Inc., and Allmerica Investments, Inc. Rhonda holds Series 6, 7, and 66 licenses as well as the SIE certification. Rhonda is dedicated to providing personalized financial advice and guidance to her clients. Rhonda also has experience in commercial property rental and holds an active real estate license.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisory 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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GA
06/21/2004 - Present
Keystone Financial Group, Inc. (ATLANTA GA)
GA
03/02/2007 - 12/11/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (ATLANTA GA)
GA
09/08/2005 - 03/07/2007
1ST GLOBAL CAPITAL CORP. (ATLANTA GA)
KY
07/19/2004 - 09/14/2005
WINEBRENNER CAPITAL PARTNERS, LLC (LOUISVILLE KY)
GA
11/18/2002 - 07/16/2004
TRIAD ADVISORS, INC. (ATLANTA GA)
TX
06/15/1999 - 12/12/2002
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
MA
01/29/1999 - 09/29/1999
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 01/13/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/27/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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