Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriel? Claim Your ProfileGabriel Gonzalez is a financial advisor with First Citizens Investor Services, Inc. based in Columbia, SC. Gabriel has been in the industry since 2020 and holds Series 7TO, SIE, and Series 66 licenses. Prior to joining First Citizens Investor Services, Inc., Gabriel worked at Raymond James Financial Services, Inc.. Gabriel provides financial planning and portfolio management services for individuals, families, and businesses.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
SC
05/09/2023 - Present
First Citizens Investor Services, Inc. (COLUMBIA SC)
SC
09/05/2020 - 01/11/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (COLUMBIA SC)
BOTH
Issued 11/13/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/20/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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