Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriella? Claim Your ProfileGabriella McClain is a financial advisor with over 15 years of experience in the industry. She has been registered with LPL Financial LLC since August 2022. Previously, Gabriella worked with People's Securities, Inc. for almost five years. She specializes in portfolio management for individuals and businesses, as well as financial planning. Gabriella is licensed to provide investment advice in 52 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.
Consulting and other non-discretionary advisory services
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.
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2
MD
07/08/2024 - Present
LPL Financial LLC (BALTIMORE MD)
MA
04/03/2018 - 08/17/2022
PEOPLE'S SECURITIES, INC. (Beverly MA)
MA
07/12/2010 - 10/09/2014
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MA
09/23/2008 - 05/22/2009
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
05/22/2006 - 09/17/2007
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
NY
03/06/2000 - 10/03/2005
FAM DISTRIBUTORS, INC. (NEW YORK NY)
BC
Issued 01/26/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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