Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabrielle? Claim Your ProfileGabrielle Cafalone is an investment advisor representative with Cornerstone Wealth. Gabrielle holds the Series 7TO, Series 63 and Series 65 licenses and has been in the industry since 2022. Gabrielle is a registered investment advisor representative in South Carolina. In addition to the licenses above, Gabrielle has the Securities Industry Essentials Examination. Cornerstone Wealth is a registered investment advisor firm based in Huntersville, North Carolina. The firm provides a variety of advisory services to individual clients, including financial planning, portfolio management, and selection of other advisors. The firm also provides investment advisory services to businesses.
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.
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.
Management of variable annuity sub-accounts, credit and cash management solutions and insurance solutions
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.
Revenue sharing on eligible credit and cash management solutions
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2
NC
06/30/2024 - Present
Cornerstone Wealth (HUNTERSVILLE NC)
NY
03/23/2023 - 06/24/2024
OSAIC WEALTH, INC. (UTICA NY)
NY
12/05/2022 - 03/10/2023
EQUITABLE ADVISORS, LLC (SYRACUSE NY)
IA
Issued 05/22/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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