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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriel? Claim Your ProfileGabriel Sokolowski is a financial advisor with over 18 years of experience. Gabriel is currently registered as a Broker/Dealer and an Investment Advisor Representative with Fidelity Personal And Workplace Advisors in Jacksonville, Florida. Previously, Gabriel has been a registered Broker/Dealer and Investment Advisor Representative at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC in Denver, Colorado. Gabriel's experience also includes roles at American Century Investment Services Inc. in Kansas City, Missouri, and Kobren Insight Brokerage, Inc. in Wellesley, Massachusetts. Gabriel holds the Series 6, 7, 63, and 65 licenses. Gabriel is also a registered Investment Advisor Representative in Texas.
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.
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.
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
FL
02/20/2020 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
07/27/2005 - 12/16/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (JACKSONVILLE FL)
MO
10/27/1999 - 03/06/2001
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
MA
01/12/1999 - 02/04/1999
KOBREN INSIGHT BROKERAGE, INC (WELLESLEY MA)
NY
04/25/1996 - 12/31/1998
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
IA
Issued 06/26/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/14/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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