Unclaimed
Gabriela Hall is a financial advisor with over 18 years of experience in the industry. Gabriela is currently registered with U.S. Bancorp Investments, Inc. in San Diego, CA. Previously, Gabriela worked with UNIONBANC INVESTMENT SERVICES, LLC in Artesia, CA, BANC OF AMERICA INVESTMENT SERVICES, INC. in Ontario, CA, ESSEX NATIONAL SECURITIES, INC. in Napa, CA, NYLIFE SECURITIES INC. in New York, NY and DUERR FINANCIAL CORPORATION in Chino Hills, CA. Gabriela is licensed to provide financial advice in California.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
05/26/2023 - Present
U.s. Bancorp Investments, Inc. (San Diego CA)
CA
10/02/2009 - 05/26/2023
UNIONBANC INVESTMENT SERVICES, LLC (ARTESIA CA)
CA
06/07/2005 - 10/26/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (ONTARIO CA)
CA
03/26/2004 - 01/06/2005
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
07/09/2003 - 02/09/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
CA
01/22/2003 - 06/17/2003
DUERR FINANCIAL CORPORATION (CHINO HILLS CA)
BC
Issued 05/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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