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Contact Infinity Financial Services

SPACER

Want to learn more about making the move to Infinity? Contact Gregory B. Gilbert, CFP® , President and Chief Executive Officer, using the form below to submit your contact info, credentials and resume. You can also send your information via email or regular mail to:

(510) 588-8000 or (888) 888-5321
Infinity Financial Services
212 9th Street, Suite 202
Oakland, CA 94607

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Experience / Credentials (Please select all that apply)

Finra Series 6 and 63** or

Finra Series 7 and 63**

Finra Series 65/66

Certified Financial Planner™ (CFP®)

Broker or Dealer Selling Corporate Debt Securities

Mutual Fund Retailer

U.S Governmeny Securities

Broker Municipal Securities Broker

Broker or Dealer Selling Variable Life Insurance or Annuities

Broker or Dealer Selling Gas or Oil Interests

Put and Call Broker or Dealer or Option Writer

Broker or Dealer Selling Tax Shelters or Limited Partnerships In Primary Distributions

Broker or Dealer Selling Tax Shelters or Limited Partnerships In The Secondary Market

Non-Exchange Member Arranging For Transactions In Listed Securities By Exchange Member

Private Placements of Securities

** Minimum Requirement

(888) 888-5321

Copyright © 2020 Infinity Financial Services. All Rights Reserved.

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INFINITY FINANCIAL SERVICES

212 9th Street, Suite 202

Oakland, CA 94607

(888) 888-5321

(510) 588-8000

Continuity Plan

Infinity Financial Services and Infinity Financial Services Advisory are two separate companies. Infinity Financial Services is a member of the Financial Industry Regulatory Authority (FINRA®) and the Securities Investor Protection Corporation (SIPC). Infinity Financial Services Advisory is registered with the U.S. Securities and Exchange Commission (SEC). Infinity Financial Services and Infinity Financial Services Advisory do not conduct investment advisory or securities business in states that are not currently registered. For a list of current state registrations, call 888-888-5321.