Unclaimed
Gabriel Godoy is a financial advisor at U.S. Bancorp Investments, Inc. based in New York, NY. Gabriel has been in the financial industry since 2006. Gabriel is registered with FINRA and is a licensed investment advisor in the state of New York. Prior to joining U.S. Bancorp Investments, Inc., Gabriel worked at J.P. Morgan Securities LLC. Gabriel specializes in portfolio management for individuals and businesses. Gabriel is dedicated to providing clients with personalized financial advice and strategies that meet their unique needs.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
NY
02/27/2024 - Present
U.s. Bancorp Investments, Inc. (NEW YORK NY)
NY
10/01/2012 - 10/24/2023
J.P. MORGAN SECURITIES LLC (Rockville Centre NY)
NY
03/16/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
MA
01/10/2005 - 02/02/2005
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
MA
08/24/2004 - 12/31/2004
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
BOTH
Issued 12/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/13/2012
Series 4 - Registered Options Principal Examination
BC
Issued 12/14/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/18/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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