Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriel? Claim Your ProfileGabriel Martinez is a financial advisor with LPL Financial LLC. Gabriel has been in the financial services industry since 2007. Gabriel holds Series 7, Series 31 and Series 66 licenses and the SIE exam. Gabriel is registered to provide investment advice in Arizona, Arkansas, California, Delaware, Florida, Illinois, Indiana, Louisiana, Michigan, Minnesota, Nevada, New York, Pennsylvania, Tennessee, Texas and Wisconsin. Gabriel has worked with individuals, trusts, corporations, charitable organizations, investment clubs, pension plans and other entities. Gabriel has experience in areas like financial planning, portfolio management, educational seminars and other non-discretionary advisory services.
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.
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2
IL
03/14/2016 - Present
LPL Financial LLC (CHICAGO IL)
IL
08/01/2008 - 06/29/2012
WELLS FARGO ADVISORS, LLC (CHICAGO IL)
IL
07/09/2007 - 07/10/2008
MORGAN STANLEY & CO. INCORPORATED (RIVERWOODS IL)
BOTH
Issued 07/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 07/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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