Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriel? Claim Your ProfileGabriel Iniguez is a financial advisor with LPL Financial LLC. Gabriel is registered with the state of California as well as 52 other states. Gabriel has been in the industry since 2020. He is Series 63, Series 7TO and SIE licensed. Gabriel has experience with Wells Fargo Clearing Services, LLC. LPL Financial LLC is a firm with over $50 billion in assets under management. The firm provides financial planning, investment management, consulting, and other advisory services. The firm specializes in working with high net worth individuals, corporations, and pension plans.
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.
1
2
CA
04/18/2022 - Present
LPL Financial LLC (SAN DIEGO CA)
SC
01/01/2022 - 03/01/2022
WELLS FARGO CLEARING SERVICES, LLC (MYRTLE BEACH SC)
CA
03/06/2020 - 05/26/2021
WELLS FARGO CLEARING SERVICES, LLC (LA JOLLA CA)
BC
Issued 03/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/06/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Gabriel Iniguez is the right advisor for you? Invested Better is here to help.
