Unclaimed
Gabrielle Giannopoulos is a financial advisor with Osaic FA, Inc. in COLLINGSWOOD, NJ. Gabrielle has been in the industry since 2019. Gabrielle has passed the Series 7TO, SIE and Series 66 exams and is registered with FINRA and the states of New Jersey and Pennsylvania. Osaic FA, Inc. is an investment advisor registered with the SEC. They offer financial planning, portfolio management for businesses and individuals, educational seminars, and selection of other advisors. They have a regulatory assets under management of $37,133,957,466. They manage client assets for corporations, individuals, charitable organizations, and pension and profit-sharing plans.
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.
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.
Retirement plan consulting services provided on a limited basis.
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
NJ
07/16/2021 - Present
Osaic FA, Inc. (COLLINGSWOOD NJ)
NJ
10/10/2019 - 07/15/2021
MORGAN STANLEY (Mount Laurel NJ)
BOTH
Issued 12/12/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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