Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriela? Claim Your ProfileGabriela Urquizo is a financial advisor with Northwestern Mutual Investment Services, LLC. Gabriela has been in the financial industry since September 13, 2015, and has experience in providing financial advice to individuals and businesses. Gabriela is registered with the state of Wisconsin as an Investment Advisor Representative. Gabriela is also a registered representative with FINRA.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
WI
07/15/2020 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
WI
12/05/2014 - 05/20/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 01/17/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/07/2020
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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