Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriel? Claim Your ProfileGabriel Wilson Edwards is a financial advisor currently associated with Creative Planning. Gabriel has been in the industry since November 2004. Gabriel has a Series 63 license for the state of Missouri and a Series 66 license. Gabriel also holds the Series 7 and SIE licenses. Gabriel has experience with Edward Jones as well. The firm is based in Overland Park, KS and manages $1 billion - $10 billion in assets. The firm also has a branch office in Webster Groves, MO. The firm provides a variety of services, including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.
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.
A percentage of the total value of assets under management is charged.
1
2
MO
06/18/2018 - Present
Creative Planning (WEBSTER GROVES MO)
MO
09/16/2013 - 06/14/2018
EDWARD JONES (ST. LOUIS MO)
NC
11/09/2004 - 11/01/2011
EDWARD JONES (CARY NC)
BOTH
Issued 02/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Gabriel Wilson is the right advisor for you? Invested Better is here to help.
