Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriel? Claim Your ProfileGabriel Freitas is a financial advisor associated with LPL Financial LLC. Gabriel has been in the industry since February 14, 2022. Gabriel is registered with FINRA as a registered representative and holds the Series 7TO, Series 99TO, and Series 63 licenses. Gabriel is registered to conduct business in Massachusetts. Prior to joining LPL Financial LLC, Gabriel was affiliated with PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP in Boston, Massachusetts.
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.
Consulting and other non-discretionary advisory services
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.
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MA
06/27/2024 - Present
LPL Financial LLC (BOSTON MA)
MA
02/14/2022 - 03/20/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)
BC
Issued 03/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2024
Series 99TO - Operations Professional Examination
BC
Issued 02/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/11/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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