Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabrielle? Claim Your ProfileGabrielle Dilese Phenix is a financial advisor with First Command Advisory Services, a registered investment advisor with over 1100 clients. Gabrielle has been in the financial services industry since 2015 and has held various roles at different firms, including Edward Jones, Wells Fargo Clearing Services, LLC and USAA Financial Advisors, Inc. She has a Series 7, Series 10, Series 24, and Series 66 licenses. Gabrielle specializes in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations.
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.
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.
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TX
09/12/2024 - Present
First Command Advisory Services (Fort Worth TX)
MO
03/19/2020 - 09/10/2024
EDWARD JONES (ST LOUIS MO)
TX
05/04/2018 - 03/11/2020
WELLS FARGO CLEARING SERVICES, LLC (DALLAS TX)
TX
09/15/2017 - 03/29/2018
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
08/08/2016 - 08/23/2017
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
LA
08/31/2015 - 05/18/2016
EDWARD JONES (WEST MONROE LA)
BOTH
Issued 09/18/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/02/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/26/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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