Unclaimed
Gabriel Sakellaridis is a financial advisor with Ameriprise Financial Services, LLC. Gabriel has over 10 years of experience in the financial services industry, specializing in providing investment advice and financial planning to individuals, families, and businesses. Gabriel has a Series 6, 7, 63, and 65 licenses. Gabriel holds licenses in numerous states including: Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Kentucky, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, and Vermont. Gabriel also holds a certification as a Registered Representative (RR). Gabriel's experience includes working with clients of all financial backgrounds and helping them reach their financial goals. Gabriel is dedicated to providing personalized service and building long-term relationships with his clients.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
NY
04/16/2021 - Present
Ameriprise Financial Services, LLC (New York NY)
NY
02/05/2011 - 07/15/2020
PRUCO SECURITIES, LLC. (MELVILLE NY)
IA
Issued 11/03/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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