Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriel? Claim Your ProfileGabriel Freund is a financial advisor with over 16 years of experience in the industry. Gabriel is currently registered with Welcy Capital Advisors LLC in Miami, FL. Gabriel has previously worked at a number of other firms including Santander Securities LLC, BNP Paribas Investment Services, LLC, Citigroup Global Markets Inc. and Deutsche Banc Alex. Brown Inc. Gabriel holds the Series 7, Series 63 and SIE licenses. Gabriel is also a Chartered Financial Analyst.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Financial consulting: due diligence on credit worthiness
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.
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.
Consulting fees
1
2
FL
05/09/2024 - Present
Welcy Capital Advisors LLC (Doral FL)
FL
02/27/2015 - 05/07/2024
SANTANDER SECURITIES LLC (Miami FL)
FL
04/21/2014 - 07/14/2014
BNP PARIBAS INVESTMENT SERVICES, LLC (MIAMI FL)
FL
05/29/2007 - 07/19/2007
CITIGROUP GLOBAL MARKETS INC. (FORT LAUDERDALE FL)
FL
12/14/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (FORT LAUDERDALE FL)
NY
01/10/2001 - 05/02/2001
DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)
NY
06/04/1999 - 09/28/2000
GFI SECURITIES LLC (NEW YORK NY)
NY
11/10/1998 - 12/15/1998
D. E. SHAW INVESTMENTS, L.P. (NEW YORK NY)
NY
07/01/1997 - 08/04/1998
SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 12/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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