Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriela? Claim Your ProfileGabriela Contreras is a financial advisor with M1 Finance, based in Chicago, Illinois. Gabriela is a Series 66, Series 7TO and Series 24 licensed professional with over 4 years of experience in the industry. Gabriela has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Gabriela's professional licenses allow her to offer a variety of financial services including financial planning, portfolio management for businesses, individuals, and pooled investment vehicles.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
06/02/2024 - Present
M1 Finance (Chicago IL)
IL
09/13/2019 - 02/19/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
BOTH
Issued 10/17/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2021
Series 24 - General Securities Principal Examination
BC
Issued 09/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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