Unclaimed
Gabriel Osorio is a financial professional with over 18 years of experience in the financial services industry. Gabriel is currently registered with Fidelity Brokerage Services LLC in Portsmouth, NH. Gabriel has held previous positions with PLANCO Financial Services, Inc. in Hartford, CT and First Investors Corporation in Edison, NJ. Gabriel holds FINRA Series 6, 7, 63, and 66 licenses as well as the SIE. Gabriel is licensed in all states.
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.
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.
1
2
NH
04/07/2023 - Present
Fidelity Brokerage Services LLC (PORTSMOUTH NH)
CT
10/05/2004 - 11/15/2005
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
NJ
07/08/2004 - 10/07/2004
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 05/04/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/08/2023
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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