Unclaimed
Gabriel Benavides is an investment advisor representative registered with Edelman Financial Engines. Gabriel Benavides is based in PHOENIX, AZ and has been in the industry since 2019. Gabriel Benavides' previous experience includes roles with Equitable Advisors, LLC and Financial Engines Advisors L.L.C. Gabriel Benavides holds the Series 66, Series 7TO, and SIE licenses. Gabriel Benavides specializes in providing financial planning, educational seminars, and portfolio management for individuals and businesses.
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.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
AZ
08/18/2021 - Present
Edelman Financial Engines (PHOENIX AZ)
AZ
10/21/2019 - 07/26/2021
EQUITABLE ADVISORS, LLC (SCOTTSDALE AZ)
BOTH
Issued 12/10/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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