Unclaimed
Gabriel Wright is a financial advisor with Edward Jones, a firm with over 20,000 registered representatives serving clients across the country. Gabriel has been in the industry since 2017 and has a broad range of experience in financial planning and portfolio management. Gabriel is dedicated to helping clients reach their financial goals by providing them with personalized advice and investment strategies. Gabriel has a strong commitment to building long-term relationships with clients, and believes in providing exceptional customer service. Gabriel is a licensed investment advisor representative in the state of California.
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.
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.
See schedule d - miscellaneous
1
2
CA
07/12/2024 - Present
Edward Jones (LIVERMORE CA)
BOTH
Issued 07/10/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/21/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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