Unclaimed
Gabriel Rangel is a financial advisor with over 20 years of experience in the industry. Gabriel has a wide range of experience in financial planning, investment management, and retirement planning. Gabriel is currently registered with LPL Financial LLC and holds several licenses and certifications including Series 7, Series 6, Series 63, Series 65, Series 24, and Series 26. Previously, Gabriel was also registered with First Investors Corporation. Gabriel is dedicated to providing personalized financial advice and helping clients 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
TX
08/05/2014 - Present
LPL Financial LLC (HOUSTON TX)
TX
07/29/2003 - 07/26/2010
FIRST INVESTORS CORPORATION (HOUSTON TX)
IA
Issued 05/02/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2012
Series 24 - General Securities Principal Examination
BC
Issued 03/07/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/28/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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