Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriel? Claim Your ProfileGabriel Marquez is a financial advisor with over 8 years of experience in the industry. Gabriel holds Series 7, 63 and 66 licenses and is registered to provide investment advice in 17 states. Gabriel is currently an investment advisor representative with Charles Schwab & Co., Inc. in Washington, DC. Prior to joining Charles Schwab, Gabriel was with TD Ameritrade in Columbia, MD.
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.
Wrap fee program sponsor and financial planning advisor referral 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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
DC
07/12/2022 - Present
Charles Schwab & CO., Inc. (Washington DC)
MD
02/26/2018 - 03/25/2019
TD AMERITRADE, INC. (COLUMBIA MD)
MD
10/23/2015 - 02/26/2018
SCOTTRADE, INC. (COLUMBIA MD)
BOTH
Issued 02/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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