Unclaimed
Gabriela Benarroch is an investment advisor representative who has been in the industry since 2004. Gabriela has a Series 7, Series 63, and Series 66 license and is registered in Arizona, California, Florida, Kentucky, New York, North Carolina, and Rhode Island. Gabriela is currently employed by Eagle Strategies LLC. Gabriela has experience working with high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, and charitable organizations.
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.
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.
1
2
FL
07/20/2011 - Present
Eagle Strategies LLC (PINECREST FL)
NY
09/05/2001 - 05/28/2003
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 06/13/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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