Jerold W. Gilbert
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jerold Wayne Gilbert was a registered financial professional .
Jerold is a previously registered financial professional and started their career in finance in 1994. Jerold had worked at 5 firms and has passed the Series 63, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 12, 2001 - May 15, 2009
INTERLINK SECURITIES CORP.
February 4, 1998 - July 20, 2000
VALIC FINANCIAL ADVISORS, INC.
August 22, 1996 - July 20, 2000
THE VARIABLE ANNUITY MARKETING COMPANY
May 25, 1994 - August 21, 1996
METLIFE INVESTORS DISTRIBUTION COMPANY
January 19, 1994 - February 24, 1994
NATIONWIDE SECURITIES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
INTERLINK SECURITIES CORP.
CRD#: 30505 / SEC#: , 8-44949
Contact information
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| MARSH PRIVATE CLIENT LIFE INSURANCE SERVICES | 100% OWNER | |
| BLACKMORE, KIMBERLY LYNN | FINANCIAL AND OPERATIONS PRINCIPAL | 2219307 |
| BUCHANAN, KELLEY LYN | DIRECTOR | 5580999 |
| GIGLIOTTI, JOSEPH PETER | VICE PRESIDENT | 5594386 |
| HAPPE, MARK JONATHAN | CHIEF COMPLIANCE OFFICER | 2791955 |
| LEHAN, LAWRENCE | SECRETARY | |
| MCGINNIS, ROBERT LAWRENCE | DIRECTOR | 4650290 |
| ORDONEZ, LUIS GREGORY | PRESIDENT | 2965219 |
Red Flags
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