Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriele? Claim Your ProfileGabriele Bliss is an active financial advisor with over 25 years of experience in the industry. Currently, Gabriele Bliss is registered as a representative for Merrill Lynch, Pierce, Fenner & Smith Inc. Prior to this position, Gabriele Bliss held several roles at various firms, including BANC OF AMERICA INVESTMENT SERVICES, INC. and SEAFIRST INVESTMENT SERVICES, INC. Gabriele Bliss holds licenses for Series 6, 7, 63, and 65, as well as the SIE exam. Gabriele Bliss specializes in providing investment advice to high-net-worth individuals, corporations, and other businesses.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
02/16/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEWPORT BEACH CA)
AZ
02/01/2000 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (GOODYEAR AZ)
MA
07/12/1999 - 12/01/1999
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
07/01/1998 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
WA
10/28/1997 - 07/01/1998
SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)
WA
06/30/1993 - 01/21/1997
SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)
IA
Issued 08/29/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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