Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriela? Claim Your ProfileGabriela Valencia is a financial advisor with Wells Fargo Clearing Services, LLC. Gabriela has been in the industry since 2017 and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Gabriela holds the Series 6, 7TO, and 66 licenses. Gabriela is a licensed financial advisor in Arizona, California, Colorado, Delaware, Florida, Idaho, Indiana, Nevada, Texas, and Utah. Gabriela also has experience working for J.P. Morgan Securities LLC and Wells Fargo Bank NA.
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.
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.
Investment consulting services to institutional clients
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.
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2
CA
06/12/2024 - Present
Wells Fargo Clearing Services, LLC (IRVINE CA)
CA
04/23/2018 - 09/02/2021
J.P. MORGAN SECURITIES LLC (NEWPORT BEACH CA)
CA
08/03/2017 - 04/17/2018
WELLS FARGO CLEARING SERVICES, LLC (ORANGE CA)
BOTH
Issued 03/30/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2017
Series 6 - Investment Company Products/Variable Contracts 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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