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Gabriella H Cajina schafer

Seia

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About Gabriella H Cajina schafer

Gabriella Cajina schafer is a financial advisor who works for Seia. Gabriella has been in the financial industry since March 2017 and has experience working with clients including high net worth individuals, corporations and charitable organizations. Gabriella is also a licensed insurance agent and is registered with the state of Virginia. Seia is an independent Registered Investment Advisor firm that manages over $14 Billion in assets for a variety of clients.

Firm Information

Gabriella Cajina schafer is currently registered with Seia. Seia is a financial advisory firm based in Los Angeles, California. They offer financial planning, educational seminars, selection of other advisers, and portfolio management for individuals and businesses. Seia has a total of 103 registered representatives and manages approximately $14.2 billion in assets. The firm primarily serves high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
Seia

2121 AVENUE OF THE STARS

LOS ANGELES, CA 90067

$14.21B

Assets Under Management

74

Total Clients

108

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gabriella Cajina schafer’s Registration & Firm History

VA

07/10/2017 - Present

Seia (Tysons Corner VA)

VA

11/02/2018 - 08/23/2023

OSAIC WEALTH, INC. (TYSONS CORNER VA)

CA

03/10/2017 - 11/02/2018

SIGNATOR INVESTORS, INC. (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 07/10/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/13/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gabriella H Cajina schafer.
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