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Corie Evan Gabriel is a financial advisor at Advisors Capital Management, LLC. Corie has been working in the financial services industry since 2004 and has experience working with individuals, corporations, institutions and charitable organizations. Corie specializes in helping clients with financial planning, portfolio management, and pension consulting. Corie is registered as an investment advisor in Massachusetts, New Jersey, New York, and Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NJ
07/20/2023 - Present
Advisors Capital Management, LLC (RIDGEWOOD NJ)
IN
12/04/2008 - 06/01/2016
UNIFIED FINANCIAL SECURITIES, LLC (INDIANAPOLIS IN)
PA
05/19/2006 - 06/21/2007
WACHOVIA SECURITIES, LLC (JENKINTOWN PA)
NY
07/30/2004 - 05/22/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 08/20/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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