Unclaimed
Gabe Potyondy is a financial professional with over 20 years of experience in the securities industry. Gabe is registered with Fifth Third Securities, Inc. and is currently licensed to conduct business in California. Gabe focuses on providing comprehensive financial planning and investment management services to individuals, businesses, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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IL
11/06/2023 - Present
Fifth Third Securities, Inc. (CHICAGO IL)
BC
Issued 12/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/6/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 4/25/2023
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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