Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriela? Claim Your ProfileGabriela Andreina Payot borges is a financial advisor with Wells Fargo Clearing Services, LLC. Gabriela is a registered representative with Series 6, 7, and 63 licenses. Gabriela holds the Series 65 license and has been in the financial services industry since April 2010. Prior to joining Wells Fargo, Gabriela worked at Citigroup Global Markets Inc and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
02/23/2024 - Present
Wells Fargo Clearing Services, LLC (PALM BEACH GARDENS FL)
FL
08/18/2016 - 01/19/2018
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
FL
04/16/2010 - 07/21/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALM BEACH GARDENS FL)
FL
02/22/2010 - 03/30/2010
WELLS FARGO ADVISORS, LLC (WEST PALM BEACH FL)
IA
Issued 02/22/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/19/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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