Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriel? Claim Your ProfileGabriel Wisdom is a financial advisor with over 30 years of experience in the financial services industry. Gabriel has a broad background in both the brokerage and investment advisory fields. Gabriel is currently registered with American Money Management, LLC. Gabriel has previously been registered with LINTZ GLOVER WHITE & COMPANY, INC., BROOKSTREET SECURITIES CORPORATION, CROSSWINDS CAPITAL GROUP, LLC, SUTRO & CO. INCORPORATED, PRUDENTIAL-BACHE SECURITIES INC., SHEARSON LEHMAN BROTHERS INC., J. DAVID MUNICIPALS AND GOVERMENTS, INC., and J. DAVID SECURITIES, INC. Gabriel has experience working with individuals, high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
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2
CA
03/09/1999 - Present
American Money Management, LLC (RANCHO SANTA FE CA)
CA
08/17/1999 - 03/23/2000
LINTZ GLOVER WHITE & COMPANY, INC. (VALLEY VILLAGE CA)
CA
02/26/1999 - 07/02/1999
BROOKSTREET SECURITIES CORPORATION (SAN JUAN CAPISTRANO CA)
CT
06/04/1997 - 03/19/1999
CROSSWINDS CAPITAL GROUP, LLC (STAMFORD CT)
CA
05/09/1989 - 07/22/1995
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
NA
01/06/1986 - 05/25/1989
PRUDENTIAL-BACHE SECURITIES INC.
NA
01/25/1984 - 01/16/1986
SHEARSON LEHMAN BROTHERS INC.
NA
10/31/1983 - 01/01/1984
J. DAVID MUNICIPALS AND GOVERMENTS, INC.
NA
08/24/1983 - 10/10/1983
J. DAVID SECURITIES, INC.
IA
Issued 05/24/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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