Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriel? Claim Your ProfileGabriel Garcia is a financial advisor with Compound Planning. Gabriel has been in the industry for over 15 years and has experience with Morgan Stanley, First Republic Securities Company, LLC, Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Gabriel offers financial planning and portfolio management services to individuals and businesses. Gabriel also provides educational seminars and publishes periodicals.
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.
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.
A percentage of the total value of assets under management is charged.
Selection of other advisers
1
2
NY
11/28/2023 - Present
Compound Planning (NEW YORK NY)
CA
02/13/2018 - 03/19/2021
MORGAN STANLEY (SAN FRANCISCO CA)
CA
08/21/2013 - 02/12/2018
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)
CA
01/03/2011 - 08/21/2013
WELLS FARGO ADVISORS, LLC (SAN MATEO CA)
CA
10/28/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PALO ALTO CA)
CA
08/15/2008 - 02/12/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN JOSE CA)
BOTH
Issued 08/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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