Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriel? Claim Your ProfileGabriel Davis is a financial advisor with over 13 years of experience in the financial services industry. Gabriel has been registered with &partners since August 2024. Prior to joining &partners, Gabriel was employed by Wells Fargo Advisors Financial Network, LLC in Jackson, MI for over five years. Gabriel holds the Series 66, Series 7 and SIE licenses. Gabriel is registered to provide investment advice in 42 states and has a broad range of experience working with clients from various backgrounds. Gabriel also provides financial planning services to individuals, businesses, and trusts.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
MO
08/02/2024 - Present
&partners (Clayton MO)
MI
03/15/2019 - 08/13/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (JACKSON MI)
MI
06/20/2011 - 03/15/2019
WELLS FARGO CLEARING SERVICES, LLC (JACKSON MI)
BOTH
Issued 07/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gabriel Davis is the right advisor for you? Invested Better is here to help.
