Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriella? Claim Your ProfileGabriella Haley Koziol is a registered representative with Equitable Advisors, LLC. She is a licensed securities professional with a Series 7, Series 66 and SIE exam licenses. Gabriella has been working in the financial services industry since 2017. Previously, she worked at AXA Advisors, LLC and Northwestern Mutual. Gabriella specializes in providing financial planning, portfolio management, and pension consulting services to individuals and businesses. She is committed to helping her clients achieve their financial goals. Gabriella is registered with the state of Massachusetts and New Hampshire as an investment advisor representative and has been approved to provide advisory services in both states.
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.
1
2
MA
04/15/2021 - Present
Equitable Advisors, LLC (WELLESLEY MA)
BOTH
Issued 03/31/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gabriella Koziol is the right advisor for you? Invested Better is here to help.
