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Gabriel Joseph Osorio

Fidelity Brokerage Services LLC

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About Gabriel Joseph Osorio

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.

Firm Information

Gabriel Osorio is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Gabriel Osorio’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Gabriel Joseph Osorio.
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