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Gabriel Zamacona

Missionsquare Retirement

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About Gabriel Zamacona

Gabriel Zamacona is a financial advisor registered with MissionSquare Retirement. Gabriel is a licensed agent with the Series 63, 66 and 7TO licenses and is registered in Washington and several other states. Gabriel has over five years of experience in the financial services industry. Before joining MissionSquare Retirement, Gabriel has held positions at Key Investment Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and J.P. Morgan Securities LLC. Gabriel provides portfolio management services for individuals and businesses.

Firm Information

Gabriel Zamacona is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gabriel Zamacona’s Registration & Firm History

WA

05/20/2024 - Present

Missionsquare Retirement (Edgewood WA)

OR

01/20/2023 - 03/18/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAKE OSWEGO OR)

WA

01/21/2022 - 11/07/2022

KEY INVESTMENT SERVICES LLC (University Place WA)

CA

09/30/2019 - 01/14/2021

J.P. MORGAN SECURITIES LLC (SAN RAFAEL CA)

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Licenses & Designations

BOTH

Issued 05/12/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/10/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/07/2023

Series 7TO - General Securities Representative Examination

BC

Issued 09/30/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/05/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gabriel Zamacona.
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