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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriela? Claim Your ProfileGabriela Aguilar is a financial advisor who has been in the industry since July 2009. She is currently registered with Raymond James & Associates, Inc. as a Registered Representative and Investment Advisor Representative. Gabriela is licensed to conduct business in Florida and Texas. Gabriela has also been previously registered with UBS Financial Services Inc. and Citigroup Global Markets Inc. Gabriela has a strong record of success and a deep understanding of the financial markets. She is committed to providing her clients with personalized financial advice and guidance. Gabriela's areas of specialization include retirement planning, investment management, and estate planning.
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.
Please see note in schedule d - miscellaneous
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
08/28/2020 - Present
Raymond James & Associates, Inc. (Miami Shores FL)
FL
09/16/2011 - 07/10/2020
UBS FINANCIAL SERVICES INC. (MIAMI FL)
FL
07/13/2009 - 09/26/2011
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
BOTH
Issued 08/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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