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Gabriel O Medina

Realized Financial, Inc.

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About Gabriel O Medina

Gabriel Medina is an investment advisor representative registered with Realized Financial, Inc. Gabriel has been in the securities industry since March 4, 2010, and has held registrations in 51 states, in addition to the District of Columbia. Gabriel has passed the Series 7, Series 63, Series 66, Series 79TO, and Series 24 exams, and has specializations in portfolio management for other RIA and BD, financial planning, and educational seminars. Gabriel was previously registered with KESTRA INVESTMENT SERVICES, LLC. In addition to Gabriel's work with Realized Financial, Inc., Gabriel is also involved in real estate and has experience in DJing for small events.

Firm Information

Gabriel Medina is currently registered with Realized Financial, Inc.. Realized Financial, Inc. is a registered investment advisor firm headquartered in California. Founded in 1988, they offer financial planning, portfolio management for individuals and other RIAs and BDs, educational seminars, and publication of periodicals. With a team of 7 investment adviser representatives and 12 registered representatives, Realized Financial, Inc. manages assets for individuals, serving over 1 client with approximately $0 in assets under management.

Not reported

Assets Under Management

4

Total Clients

14

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for other ria and bd

Portfolio management for other ria and bd

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning fees and reallowances

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Gabriel Medina’s Registration & Firm History

TX

02/09/2022 - Present

Realized Financial, Inc. (AUSTIN TX)

TX

08/21/2008 - 07/27/2020

KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 03/09/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/27/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/10/2015

Series 24 - General Securities Principal Examination

BC

Issued 09/09/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gabriel O Medina.
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