Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriel? Claim Your ProfileGabriel Yeotzin Gutierrez Rodriguez is a financial advisor with Fidelity Personal And Workplace Advisors, a firm with over $1 billion in assets under management. Gabriel has been in the financial services industry since 2014 and is licensed to provide investment advice in California, Nevada, Oregon, Texas, and Washington. Gabriel previously worked at Morgan Stanley, E*TRADE Securities LLC, Wells Fargo Clearing Services, LLC, and J.P. Morgan Securities LLC. Gabriel has a strong background in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and retirement plans.
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.
1
2
CA
05/15/2023 - Present
Fidelity Personal AND Workplace Advisors (BERKELEY CA)
CA
03/14/2023 - 05/02/2023
MORGAN STANLEY (San Francisco CA)
CA
12/18/2019 - 05/02/2023
E*TRADE SECURITIES LLC (San Francisco CA)
CA
06/21/2018 - 01/02/2020
WELLS FARGO CLEARING SERVICES, LLC (SAN FRANCISCO CA)
CA
12/20/2013 - 03/08/2018
J.P. MORGAN SECURITIES LLC (BERKELEY CA)
IA
Issued 2/21/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/7/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/21/2018
Series 7 - General Securities Representative Examination
BC
Issued 12/20/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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