Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriel? Claim Your ProfileGabriel Lee Agan is a financial advisor with Raymond James & Associates, Inc. Gabriel has been in the industry since 2004 and is registered in Georgia. Gabriel has passed the Series 7, 50, 52TO, 53, 63, and 79TO exams. Gabriel's previous firm was MORGAN KEEGAN & COMPANY, INC.. The firm has offices in Atlanta, Georgia, and the main office is in St. Petersburg, Florida. Raymond James & Associates, Inc. is a large firm with more than 7000 registered representatives and over 1 million clients. Gabriel provides a wide range of services to individuals, businesses, and institutions. Gabriel's specializations include 1, 2, 3, 4, 5, 6, and other areas.
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.
Please see note in schedule d - miscellaneous
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
GA
01/02/2013 - Present
Raymond James & Associates, Inc. (ATLANTA GA)
GA
05/18/2004 - 01/02/2013
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
BC
Issued 06/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/10/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 05/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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