Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriel? Claim Your ProfileGabriel Medina is a registered Investment Adviser Representative with X-Square Capital. Gabriel Medina has been with X-Square Capital since August 2015 and is based in Guaynabo, Puerto Rico. The firm has a branch office in Guaynabo, Puerto Rico. Gabriel Medina holds the Series 65 license. Gabriel Medina specializes in investment advisory services for individuals, corporations, pooled investment vehicles, and investment companies.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Ad hoc expert consulting fees
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PR
09/04/2015 - Present
X-Square Capital (GUAYNABO PR)
IA
Issued 09/04/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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