Unclaimed
Gabriel Plazola-martinez is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Gabriel is registered with the state of Maryland and has been in the financial services industry since December 31, 2019. Gabriel is also registered with the Financial Industry Regulatory Authority (FINRA) and is a Registered Representative. Gabriel specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MD
10/11/2023 - Present
Raymond James Financial Services Advisors, Inc. (Rockville MD)
BOTH
Issued 12/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2023
Series 24 - General Securities Principal Examination
BC
Issued 12/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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