Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriela? Claim Your ProfileGabriela Rubio is a financial professional with over 17 years of experience in the industry. Gabriela is currently registered with Creative Financial Designs, Inc. in California as both a Registered Representative and an Investment Advisor Representative. Before joining Creative Financial Designs, Inc., Gabriela worked at RBC CAPITAL MARKETS, LLC, RBC CAPITAL MARKETS CORPORATION, and LPL FINANCIAL CORPORATION. Gabriela specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Gabriela is dedicated to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
CA
01/08/2024 - Present
Creative Financial Designs, Inc. (Fullerton CA)
CA
01/13/2010 - 10/25/2023
RBC CAPITAL MARKETS, LLC (NEWPORT BEACH CA)
CA
12/26/2008 - 07/09/2009
RBC CAPITAL MARKETS CORPORATION (BEVERLY HILLS CA)
CA
04/25/2007 - 12/26/2008
LPL FINANCIAL CORPORATION (SAN BERNARDINO CA)
CA
05/18/2005 - 01/04/2007
WM FINANCIAL SERVICES, INC. (FULLERTON CA)
IA
Issued 08/29/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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