Unclaimed
Gabriel Josias Barrantes is a financial professional with over 17 years of experience in the industry. Gabriel has been registered with LPL Financial LLC since May 2008, and prior to that, worked with Ameriprise Financial Services, Inc., IFMG Securities, Inc., and Financial Resources Group Investment Services, LLC. Gabriel is licensed to provide financial advice in Connecticut, Florida, New Jersey, New York, Pennsylvania, Puerto Rico, South Carolina and Texas. Gabriel holds Series 7 and 66 licenses as well as the SIE exam. Gabriel is committed to providing personalized financial guidance to help individuals and families reach their financial goals.
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
NY
10/26/2021 - Present
LPL Financial LLC (WOODSIDE NY)
NY
04/25/2018 - 03/15/2023
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC (WHITESTON NY)
NY
02/17/2006 - 05/27/2008
IFMG SECURITIES, INC. (JACKSON HEIGHTS NY)
MN
12/07/2005 - 02/13/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BOTH
Issued 11/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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