Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Barton Gilbert is an investment advisor representative with Eagle Asset Management Inc. based in St. Petersburg, Florida. Steven has been working in the financial industry since 2000 and is registered in 50 states. Steven holds a Series 6, 7, 24 and 66 licenses. Steven has previously worked for INTERSECURITIES, INC., AFSG SECURITIES CORPORATION and LINCOLN INVESTMENT PLANNING, INC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
11/06/2008 - Present
Eagle Asset Management Inc. (ST. PETERSBURG FL)
FL
05/14/2001 - 04/11/2006
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
11/21/2003 - 04/07/2006
AFSG SECURITIES CORPORATION (CEDAR RAPIDS IA)
PA
05/29/1996 - 03/13/1997
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
BOTH
Issued 11/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/28/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Steven Gilbert is the right advisor for you? Invested Better is here to help.
