Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Whitney? Claim Your ProfileWhitney Lynne Gilbertson is a financial professional licensed to offer securities advice in 51 states. Whitney is affiliated with Charles Schwab & CO., Inc. and has been in the industry for over 1 year. Whitney has passed the General Securities Representative Examination (Series 7TO) and the Uniform Securities Agent State Law Examination (Series 63) along with the Securities Industry Essentials Examination (SIE). Whitney's experience is focused on offering financial planning advice to individuals and helping clients find qualified investment advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
12/07/2022 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
BC
Issued 12/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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