Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriel? Claim Your ProfileGabriel Ceballos orpinel is a financial advisor who has been in the industry since 2003. Gabriel is currently registered with UBS Financial Services Inc. in Coral Gables, FL. Gabriel has previously worked for HSBC Securities (USA) Inc., ITAU INTERNATIONAL SECURITIES INC., SUMMITALLIANCE SECURITIES, L.L.C. and J.P. Morgan Securities Inc.. Gabriel is licensed in the state of Florida, Texas and New York, and holds Series 63, 65 and 7 licenses, along with a SIE license. Gabriel specializes in providing financial planning, portfolio management for individuals and businesses and educational seminars to a wide variety of clients including high-net-worth individuals, corporations, insurance companies, 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.
Guidance on pension options to ensure a secure financial future.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
07/15/2024 - Present
UBS Financial Services Inc. (Coral Gables FL)
FL
01/14/2015 - 10/26/2017
HSBC SECURITIES (USA) INC. (MIAMI FL)
FL
06/11/2013 - 12/03/2014
ITAU INTERNATIONAL SECURITIES INC. (MIAMI FL)
TX
06/13/2011 - 08/04/2011
SUMMITALLIANCE SECURITIES, L.L.C. (DALLAS TX)
TX
10/01/2008 - 05/22/2009
J.P. MORGAN SECURITIES INC. (HOUSTON TX)
TX
10/08/1999 - 10/01/2008
J.P. MORGAN SECURITIES INC. (HOUSTON TX)
IA
Issued 08/31/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Gabriel Ceballos orpinel is the right advisor for you? Invested Better is here to help.
