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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriel? Claim Your ProfileGabriel Taylor is a financial advisor who has been in the industry since December 2007. Gabriel Taylor is currently registered with Fidelity Personal And Workplace Advisors and has previously been registered with E*TRADE Securities LLC, TD Ameritrade, Inc., and Charles Schwab & Co., Inc. Gabriel Taylor has passed the Series 7, Series 9, Series 10, Series 63 and Series 66 exams. Gabriel Taylor is registered to offer investment advisory services in 33 states and is also registered as a broker-dealer in 33 states. Gabriel Taylor holds the Certified Financial Planner designation.
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.
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.
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
CA
10/27/2021 - Present
Fidelity Personal AND Workplace Advisors (SEAL BEACH CA)
CA
02/19/2021 - 06/28/2021
E*TRADE SECURITIES LLC (SANTA ANA CA)
CA
07/07/2015 - 01/11/2021
TD AMERITRADE, INC. (IRVINE CA)
CA
08/24/2007 - 05/14/2015
CHARLES SCHWAB & CO., INC. (NEWPORT BEACH CA)
BOTH
Issued 9/4/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/24/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/25/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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