Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriel? Claim Your ProfileGabriel Rory Vallejo is an investment professional with over 14 years of experience in the financial services industry. Currently, Gabriel is registered with Global Atlantic Distributors, LLC, a firm that offers a range of financial products and services. Gabriel's previous roles have included positions at firms like OpenYield Trading LLC, Revolu Securities Inc., Neuberger Berman BD LLC, Cowen and Company, and J.P. Morgan Securities Inc. Gabriel has a strong understanding of the financial markets and holds several professional licenses, including Series 7, 63, 24, 53, 52, and 65, and the SIE exam.
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.
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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2
NY
06/13/2024 - Present
Global Atlantic Distributors, LLC (New York NY)
NY
09/27/2023 - 06/07/2024
OPENYIELD TRADING LLC (NEW YORK NY)
NY
06/16/2021 - 05/18/2022
REVOLUT SECURITIES INC. (NEW YORK NY)
NY
01/05/2015 - 09/24/2019
NEUBERGER BERMAN BD LLC (NEW YORK NY)
NY
01/26/2010 - 12/31/2014
COWEN AND COMPANY (NEW YORK NY)
NY
11/27/2007 - 12/31/2009
RAMIUS SECURITIES LLC (NEW YORK NY)
NY
05/16/2007 - 11/21/2007
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 01/21/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/16/2019
Series 24 - General Securities Principal Examination
BC
Issued 11/14/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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