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MG

Maggie R. Gilheney

IFP SECURITIES
TAMPA, FL 33607
Some features on this profile are disabled
CRD#: 7685993
MG

Professional summary

Maggie Ryan Gilheney, who also goes by Maggie Gilheney, is a registered financial professional currently at IFP SECURITIES, LLC located in Tampa, Florida.

Maggie is registered as a RR (Registered Representative) and started their career in finance in 2024. Maggie has worked at 2 firms and has passed the Series 6TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Maggie Gilheney

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Maggie Ryan Gilheney's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 5, 2024 - Present

IFP SECURITIES, LLC

Office #1: 3030 North Rocky Point Drive West, Suite 700, Tampa, FL 33607
BD
CRD#: 297287
TAMPA, FL
Past

January 24, 2024 - July 11, 2024

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
PORT ST LUCIE, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(8/5/2024)

Exams

General Industry/Product Exam
RR
Series 6TO
Date: 1/24/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/23/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

IS
IFP SECURITIES, LLC
IFP SECURITIES, LLC

CRD#: 297287 / SEC#: , 8-70150

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
3030 North Rocky Point Drive West, Suite 700, Tampa, FL 33607
Mailing Address
3030 North Rocky Point Drive West, Suite 700, Tampa, FL 33607
Phone number
(813) 341-0960
Established
Delaware since 06/08/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
IFP GROUP, LLCOWNER
ACHESON, JEFFERY ALLENCHIEF BUSINESS DEVELOPMENT OFFICER706698
GILMAN, AARON LEECHIEF INVESTMENT OFFICER5611425
HAMM, WILLIAM CHRISTOPHERPRESIDENT, CHIEF OPERATING OFFICER5814331
HAMM, WILLIAM EUGENE JRCHIEF EXECUTIVE OFFICER AND CHAIRPERSON OF THE BOARD OF DIRECTORS1227713
JOHNSON, TORIANCHIEF COMPLIANCE OFFICER5363604
MEJIA, OSCAR MIGUELFINOP5569235

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

IFP SECURITIES, LLC

CRD#: 297287Tampa, FL 33607

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