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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabrielle? Claim Your ProfileGabrielle Elizabeth Kong is a financial advisor with over five years of experience. Gabrielle is registered as an Investment Advisor Representative with The Colony Group, LLC, and holds Series 7TO, SIE, and Series 66 licenses. Gabrielle has held previous roles with LPL Financial LLC, Wealth Enhancement Brokerage Services, LLC, and Cetera Advisor Networks LLC. Gabrielle's prior experience is varied including positions at Preferred Electric Co., Inc., Carroll Financial, Green Verity, Wealth Enhancement Advisory Services LLC, Wealth Enhancement Group, and Wealth Enhancement Brokerage Services. Gabrielle has worked with clients including individuals, high-net-worth individuals, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities, and pooled investment vehicles.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt 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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
GA
08/22/2024 - Present
THE Colony Group, LLC (Atlanta GA)
GA
04/06/2022 - 09/06/2022
LPL FINANCIAL LLC (MARIETTA GA)
NC
11/30/2021 - 04/01/2022
LPL FINANCIAL LLC (CHARLOTTE NC)
MN
01/21/2022 - 03/18/2022
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
NC
05/21/2019 - 12/03/2021
CETERA ADVISOR NETWORKS LLC (CHARLOTTE NC)
BOTH
Issued 11/20/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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