Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilson? Claim Your ProfileWilson Gordon Saville is a registered investment advisor representative with Barrett & Co. in Providence, RI. Wilson has been in the financial services industry since 1985. Wilson has passed the Series 63, Series 65, Series 7, Series 14, Series 24, Series 27, Series 55, Series 57TO, Series 99TO and SIE exams. Wilson specializes in financial planning and portfolio management for individuals. Wilson is also a director of Isomet Corp., a maker of acousto-optic devices, and a partner in a building ownership business at 42 Weybosset Street, Providence, RI.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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RI
12/08/2022 - Present
Barrett & Co. (PROVIDENCE RI)
NA
07/14/1986 - 08/05/1986
BARRETT & COMPANY
NA
09/25/1985 - 08/05/1986
KIDDER, PEABODY & CO. INCORPORATED
IA
Issued 02/16/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/30/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/03/1988
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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