Unclaimed
Gabrielle Lynn Harris is a registered representative with LPL Financial LLC. Gabrielle has been in the securities industry for 6 years and has been with LPL Financial LLC since August 2022. Gabrielle specializes in working with high net worth individuals, corporations, charitable organizations, and pension plans. Gabrielle is also a licensed investment advisor representative and has registrations in multiple states. Gabrielle holds Series 66, 24, 7, and SIE licenses.
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.
Consulting and other non-discretionary advisory services
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
IA
08/29/2022 - Present
LPL Financial LLC (FAIRFIELD IA)
IA
04/21/2016 - 08/08/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
BOTH
Issued 05/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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