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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 Hodgson is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Gabrielle has been a financial advisor since 2003. Gabrielle has been registered with the state of Colorado since 2023 and with Pennsylvania since 2018. Gabrielle is also registered with the state of Texas since 2018. Gabrielle holds the Series 65, Series 66, Series 7, Series 9, Series 10, and Series 31 licenses. Gabrielle has experience working with a variety of clients, including individuals, corporations, pension and profit-sharing plans, insurance companies, charitable organizations, and state or municipal government entities.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CO
11/01/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DENVER CO)
NY
08/24/2012 - 10/03/2018
VANGUARD MARKETING CORPORATION (Garden City NY)
NY
06/24/2009 - 08/29/2012
GOLDMAN, SACHS & CO. (NEW YORK NY)
PA
10/14/2003 - 07/08/2009
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
IA
Issued 11/01/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/01/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/11/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/11/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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