Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriel? Claim Your ProfileGabriel Atencio is a financial advisor with over 27 years of experience in the industry. Gabriel is registered with U.S. Bancorp Investments, Inc. in Centennial, Colorado. Gabriel specializes in providing financial advice to individuals, corporations, and charitable organizations. Gabriel holds Series 6, 7, and 63 licenses, as well as the Series 65 and the SIE licenses. Gabriel is also a board member of the Latin American Educational Foundation, a non-profit organization focused on college scholarships and educational opportunities.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CO
06/10/2024 - Present
U.s. Bancorp Investments, Inc. (Centennial CO)
CA
12/13/2000 - 09/08/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
12/14/2000 - 08/12/2002
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
01/22/1998 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
06/24/1997 - 05/28/1998
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MA
06/13/1996 - 06/04/1997
COLONIAL INVESTMENT SERVICES, INC. (BOSTON MA)
IA
Issued 11/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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