Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gilman is a financial advisor in Louisville, KY. Robert has over 14 years of experience in the financial services industry. He is a registered representative with EF Legacy Securities, LLC and Bancolombia Capital LLC. Robert is also registered with the state of Florida. Robert has a Series 27 and a Series 99TO. He has experience working with clients in a variety of industries.
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.
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.
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KY
10/24/2022 - Present
EF Legacy Securities, LLC (LOUISVILLE KY)
NY
01/31/2017 - 02/16/2024
RIVERSTONE CAPITAL SERVICES LLC (NEW YORK NY)
KY
04/01/2020 - 10/07/2022
EF LEGACY SECURITIES, LLC (LOUISVILLE KY)
FL
08/29/2017 - 03/08/2022
ELEVATE CAPITAL LLC (MIAMI FL)
CO
10/02/2018 - 05/01/2020
WEILD & CO. (BOULDER CO)
PA
07/10/2019 - 03/10/2020
PM SECURITIES, LLC DBA PHOENIX CAPITAL RESOURCES (CHADDS FORD PA)
FL
07/31/2014 - 10/14/2019
LAKE FOREST SECURITIES, LLC (MIAMI FL)
NY
09/04/2019 - 09/11/2019
OLD SLIP CAPITAL MANAGEMENT, INC. (NEW YORK NY)
CT
06/15/2018 - 12/24/2018
ALDWYCH SECURITIES LLC (STAMFORD CT)
TX
08/31/2010 - 07/20/2018
GREENWICH PRIME TRADING GROUP, LLC (DALLAS TX)
TN
01/19/2018 - 06/05/2018
CAPWEALTH INVESTMENT SERVICES, LLC (FRANKLIN TN)
NY
08/04/2017 - 05/10/2018
SWARTWOOD, HESSE INC. (New York NY)
NY
12/23/2016 - 05/10/2018
HCFP/CAPITAL MARKETS LLC (NEW YORK NY)
FL
07/20/2016 - 05/12/2017
ATLAS ONE FINANCIAL GROUP, LLC (MIAMI FL)
FL
10/31/2011 - 02/13/2015
BANIF SECURITIES INC (MIAMI FL)
FL
05/30/2013 - 08/01/2014
SOUZA BARROS SECURITIES, INC (MIAMI FL)
FL
03/20/2012 - 09/20/2013
SUNDIAL GROUP, LLC (FT. LAUDERDALE FL)
NY
03/31/2011 - 06/21/2013
GLACIER SECURITIES, LLC (NEW YORK NY)
NY
04/01/2011 - 05/31/2013
A.B. WATLEY DIRECT, INC. (NEW YORK NY)
FL
11/03/2011 - 02/05/2013
ITA FINANCIAL SERVICES, LLC (MIAMI FL)
NA
06/02/2011 - 10/20/2011
CHARLES STREET SECURITIES, INC. (LONDON )
FL
05/04/2009 - 09/10/2010
1ST BRIDGEHOUSE SECURITIES, LLC (MIAMI FL)
BC
Issued 05/01/2009
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
Active
Inactive
F
FINRA
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