Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriel? Claim Your ProfileGabriel Hicks is a financial advisor at Raymond James Financial Services Advisors, Inc., located in La Crosse, WI. Gabriel is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in the financial services industry. Gabriel has a strong background in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Prior to joining Raymond James, Gabriel worked at Wells Fargo Clearing Services, LLC and BMO Harris Financial Advisors, Inc.
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
WI
10/27/2017 - Present
Raymond James Financial Services Advisors, Inc. (LA CROSSE WI)
MN
07/31/2013 - 10/27/2017
WELLS FARGO CLEARING SERVICES, LLC (WINONA MN)
WI
08/01/2012 - 08/05/2013
BMO HARRIS FINANCIAL ADVISORS, INC. (ONALASKA WI)
WI
04/15/2004 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (ONALASKA WI)
IA
02/12/2003 - 04/12/2004
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MN
07/01/2002 - 01/28/2003
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
07/10/2000 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 09/12/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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