Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabrielle? Claim Your ProfileGabrielle Lounds is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Gabrielle Lounds has been in the industry since 2014 and has passed the Series 66, Series 7 and SIE exams. Gabrielle Lounds currently holds registrations in 43 states. Gabrielle Lounds previously worked at several other firms including Rim Securities LLC and United Planners' Financial Services of America A Limited Partner. Gabrielle Lounds provides financial advice to individuals, corporations, pension and profit-sharing plans, investment companies, and other businesses. Gabrielle Lounds also provides investment advisory services and other financial products such as mutual funds, stocks, bonds, and insurance products.
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
IL
04/14/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NORTHBROOK IL)
IL
08/02/2018 - 11/17/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
05/03/2016 - 07/03/2018
RIM SECURITIES LLC (Chicago IL)
IL
03/15/2016 - 04/29/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
09/30/2015 - 02/01/2016
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (ITASCA IL)
IL
06/04/2014 - 10/05/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
BOTH
Issued 06/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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