Unclaimed
Gabriel Reyes is a financial advisor with Fidelity Personal and Workplace Advisors in Skokie, Illinois. Gabriel has been in the industry since June 2012 and has a Series 6, 7, 63 and 65 licenses. Gabriel has previously worked for Chase Investment Services Corp., J.P. Morgan Securities LLC, PNC Investments, and Principal Securities, Inc. Gabriel is registered to provide investment advice in 53 states and has over 10 years of experience.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
10/14/2022 - Present
Fidelity Personal AND Workplace Advisors (SKOKIE IL)
IL
06/30/2015 - 06/13/2022
PRINCIPAL SECURITIES, INC. (DOWNERS GROVE IL)
IL
12/17/2013 - 06/08/2015
PNC INVESTMENTS (CHICAGO IL)
IL
10/01/2012 - 12/06/2013
J.P. MORGAN SECURITIES LLC (DOWNERS GROVE IL)
IL
02/15/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DOWNERS GROVE IL)
IA
Issued 10/28/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/14/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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