Unclaimed
Gabriel Sergio Valente is a financial professional registered with CCO Capital, LLC. Gabriel has a range of experience and is licensed in multiple states. Gabriel has passed several securities exams, including the Series 7, Series 22, and Series 63. Gabriel has a strong track record of success in the financial services industry.
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.
1
2
AZ
05/16/2023 - Present
CCO Capital, LLC (PHOENIX AZ)
CA
06/16/2022 - 05/08/2023
WEALTHFORGE SECURITIES, LLC (Aliso Viejo CA)
CA
04/04/2022 - 06/15/2022
EMERSON EQUITY LLC (ALISO VIEJO CA)
BC
Issued 04/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/02/2022
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 03/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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