Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriella? Claim Your ProfileGabriella Catsicas is a registered representative with Fidelity Personal and Workplace Advisors, based in FRANKLIN SQUARE, NY. Gabriella has been in the industry since 2006. Gabriella has a Series 7, Series 63, and Series 66 licenses and has experience with JP MORGAN SECURITIES LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, CHASE INVESTMENT SERVICES CORP., STANCHART SECURITIES INTERNATIONAL, INC., and HSBC BROKERAGE (USA) INC.
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.
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
NY
01/12/2023 - Present
Fidelity Personal AND Workplace Advisors (FRANKLIN SQUARE NY)
NY
09/20/2019 - 12/02/2022
J.P. MORGAN SECURITIES LLC (WILLISTON PARK NY)
NY
04/13/2012 - 08/16/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
NY
10/12/2009 - 03/26/2012
CHASE INVESTMENT SERVICES CORP. (FREEPORT NY)
FL
02/29/2008 - 02/09/2009
STANCHART SECURITIES INTERNATIONAL, INC. (MIAMI FL)
NY
11/23/2001 - 07/02/2004
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
BOTH
Issued 05/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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