Unclaimed
Gabriel Hanselman is a financial professional with over 25 years of experience in the financial services industry. Gabriel is currently registered as a Registered Representative with Schwab Wealth Advisory, Inc., in Colorado and Texas. Gabriel has a strong background in financial planning and portfolio management. Gabriel has a Certified Financial Planner designation. Prior to joining Schwab Wealth Advisory, Inc., Gabriel was associated with Charles Schwab & Co., Inc. in Ohio, and with Multi-Financial Securities Corporation, also in Ohio.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CO
01/06/2020 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
OH
08/11/2009 - 05/19/2011
MULTI-FINANCIAL SECURITIES CORPORATION (AKRON OH)
OH
08/30/1999 - 07/17/2009
CHARLES SCHWAB & CO., INC. (RICHFIELD OH)
MD
02/10/1999 - 07/12/1999
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
RI
07/11/1997 - 01/07/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 08/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/19/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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