Unclaimed
Gabriella Sessa is a financial advisor with LPL Financial LLC, a well-established firm with a national presence. Gabriella has over a decade of experience in the financial services industry, having previously worked with UBS Financial Services Inc. Gabriella is registered with FINRA and has a Series 7, Series 66 and SIE license. Gabriella is a dedicated professional who is committed to helping clients achieve their financial goals.
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.
1
2
NY
07/20/2023 - Present
LPL Financial LLC (STATEN ISLAND NY)
NY
04/15/2011 - 05/23/2014
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
BOTH
Issued 10/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/03/2022
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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