Unclaimed
Gabriel Serrano is a financial advisor associated with PFS Investments Inc. Gabriel is a licensed financial advisor with 7 years of experience in the financial services industry. Gabriel holds the Series 6, SIE and Series 63 licenses and is registered to offer securities in New York and Connecticut. Gabriel's primary office is located at 303 S BROADWAY, STE 210 in TARRYTOWN, NY.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
03/31/2023 - Present
PFS Investments Inc. (TARRYTOWN NY)
NY
06/30/2015 - 05/06/2022
PFS INVESTMENTS INC. (TARRYTOWN NY)
BC
Issued 09/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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