Unclaimed
Gabriela Huseman is a registered investment advisor representative with Merit Financial Advisors. Gabriela is active in the financial services industry since March 2022, having previously been associated with LPL FINANCIAL LLC. Gabriela has passed the Series 66 Uniform Combined State Law Examination, Series 7TO General Securities Representative Examination, and the SIE Securities Industry Essentials Examination. Gabriela works with individuals, high-net-worth individuals, corporations, and charitable organizations. Gabriela specializes in financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Consulting fees
1
2
GA
10/18/2022 - Present
Merit Financial Advisors (ALPHARETTA GA)
GA
03/14/2022 - 08/16/2024
LPL FINANCIAL LLC (ALPHARETTA GA)
BOTH
Issued 04/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Gabriela Huseman is the right advisor for you? Invested Better is here to help.