Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriel? Claim Your ProfileGabriel Elorduy is a financial advisor with over 20 years of experience in the industry. Gabriel is currently registered with Bulltick Wealth Management, LLC and holds Series 7 and Series 63 licenses as well as the SIE exam. Gabriel has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations and pooled investment vehicles. Gabriel offers a variety of services, including financial planning, investment management, and portfolio management. Gabriel is committed to providing clients with personalized and comprehensive financial advice.
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.
Investment consulting 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.
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.
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2
TX
08/15/2018 - Present
Bulltick Wealth Management, LLC (Shenamdoah TX)
CA
03/01/2017 - 08/31/2018
INVESTMENT PLACEMENT GROUP (SAN DIEGO CA)
TX
05/28/2014 - 02/28/2017
GLOBAL INVESTOR SERVICES, L.C. (Houston TX)
TX
02/22/2000 - 03/20/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
01/19/1999 - 02/15/2000
GAMMA CAPITAL SECURITIES, INC (THE WOODLANDS TX)
IA
Issued 04/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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