Unclaimed
Gabriel Jewell is a financial advisor with Northern Trust Investments, Inc. Gabriel has been in the financial services industry for over 3 years. Gabriel holds the Series 66 and Series 7TO licenses. Gabriel has passed the SIE exam. Gabriel specializes in working with insurance companies, investment companies, charitable organizations, high-net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
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.
Strategic management for diversified investment portfolios.
Model portfolio provider, investment research,index services, transition management and overlay services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Transition management service fees
1
2
IL
07/14/2024 - Present
Northern Trust Investments, Inc. (CHICAGO IL)
BOTH
Issued 06/21/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Gabriel Jewell is the right advisor for you? Invested Better is here to help.