Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott A Gilbert is a financial advisor who has been in the industry since 2007. Scott has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since August 2023. Prior to that, Scott was a financial advisor with WELLS FARGO INVESTMENTS, LLC. Scott has passed the Series 7, Series 63 and SIE exams. Scott offers investment advice to individuals, businesses, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and state or municipal government entities. Scott specializes in investment management, retirement planning, and estate planning.
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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
08/21/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
CO
09/12/2007 - 08/07/2008
WELLS FARGO INVESTMENTS, LLC (LONGMONT CO)
BC
Issued 08/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/03/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Scott Gilbert is the right advisor for you? Invested Better is here to help.
