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Monica Jenilyn Gilmer
Monica Gilmer Bittinger, Monica J Bittinger, MONICA J GILMER, MONICA JENILYN GILMER, Monica Gilmer Gilmer…
CRD#: 6053076
IA
B
ADVICE AND PLANNING SERVICESCRD#: 20472 2545 HIGHLAND AVENUE
SUITE 100
BIRMINGHAM, AL 35205
SUITE 100
BIRMINGHAM, AL 35205
0
Disclosures
11
Years of Experience
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State Registrations
B
Alabama 8/26/2022
B
Florida 8/26/2022
IA
Alabama 8/26/2022
SRO Registrations
B
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IA
Registered with this firm since 8/26/2022
B
Registered with this firm since 8/26/2022
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 10/20/2017 - 08/17/2022 | HOOVER, AL | |
B | 10/19/2017 - 08/17/2022 | GREENWOOD VILLAGE, CO | |
IA | 08/13/2012 - 02/02/2016 | GADSDEN, AL | |
B | 06/01/2012 - 02/02/2016 | GADSDEN, AL |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.