Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriela? Claim Your ProfileGabriela Montaner is a financial advisor based in Birmingham, Alabama. Gabriela has been in the industry since December 2014 and is currently registered with Osaic Wealth, Inc., a firm with a strong reputation in the financial services industry. Gabriela has a diverse background, having previously worked with Securities America, Inc., The Leaders Group, Inc., Vanguard Marketing Corporation, and Key Investment Services LLC. This experience has provided Gabriela with a comprehensive understanding of various financial products and services. Gabriela holds a Series 6 license, a Series 63 license, and a SIE license, demonstrating a commitment to ongoing professional development. Gabriela specializes in providing financial planning, portfolio management, and educational seminars to a wide range of clients, including individuals, corporations, 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.
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
AL
06/14/2024 - Present
Osaic Wealth, Inc. (Birmingham AL)
AL
07/28/2022 - 06/14/2024
SECURITIES AMERICA, INC. (Birmingham AL)
CO
03/22/2018 - 10/20/2021
THE LEADERS GROUP, INC. (LITTLETON CO)
AZ
06/28/2017 - 03/19/2018
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
OR
02/18/2014 - 06/08/2017
KEY INVESTMENT SERVICES LLC (KING CITY OR)
BC
Issued 06/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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