Unclaimed
Gabrielle Stapleton is an Investment Advisor Representative with Capital Research & Consulting LLC and Arroyo Investment Group, LLC. Gabrielle is registered with the state of California. Gabrielle is a Certified Financial Planner and has passed the Uniform Investment Adviser Law Examination (Series 65). Gabrielle has been in the financial services industry since March 2012. Gabrielle specializes in pension consulting and portfolio management for 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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Asset based fees
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CA
07/23/2019 - Present
Capital Research & Consulting LLC (PASADENA CA)
IA
Issued 12/04/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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