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Gabriella Nicole Heitmann

Moelis & Co. LLC

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About Gabriella Nicole Heitmann

Gabriella Nicole Heitmann is a registered representative with Moelis & Co. LLC. Gabriella has been in the industry for less than one year and has passed the Securities Industry Essentials Examination and the Investment Banking Registered Representative Examination. Gabriella is currently located in Los Angeles, CA.

Firm Information

Gabriella Heitmann is currently registered with Moelis & Co. LLC. Moelis & Co. LLC is a Limited Liability Company that was formed on June 12, 2007. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

154

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.

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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Gabriella Heitmann’s Registration & Firm History

CA

07/17/2023 - Present

Moelis & Co. LLC (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 07/17/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/24/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gabriella Nicole Heitmann.
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