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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriella? Claim Your ProfileGabriella Ivana Delgado is a financial advisor with Morgan Stanley. She is registered with the state of California and Texas. Gabriella has been in the industry since 2020. She holds the Series 7TO and SIE exams, and has passed the Uniform Combined State Law Examination. She also has experience with UBS Financial Services Inc. Gabriella specializes in working with a wide range of client types, including high-net-worth individuals, corporations, and pension and profit-sharing plans. She provides a variety of advisory services, including financial planning, portfolio management, and asset allocation advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
07/07/2022 - Present
Morgan Stanley (Santa Monica CA)
CA
06/10/2020 - 05/31/2022
UBS FINANCIAL SERVICES INC. (BEVERLY HILLS CA)
BOTH
Issued 09/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 04/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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