Unclaimed
Gemma May Melgarejo Labar is an Investment Advisor Representative and registered with Morgan Stanley. Gemma May Melgarejo Labar has been in the industry since September 25, 2008. Gemma May Melgarejo Labar has a Series 66, Series 7 and SIE license. Gemma May Melgarejo Labar is also registered in 53 states and the District of Columbia. Gemma May Melgarejo Labar was previously registered with COMMONWEALTH FINANCIAL NETWORK and NFP SECURITIES, INC.. Gemma May Melgarejo Labar's current office is located at 2882 Sand Hill Road, Suite 200, Menlo Park, CA 94025.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
07/16/2016 - Present
Morgan Stanley (Menlo Park CA)
OR
09/25/2014 - 06/01/2015
COMMONWEALTH FINANCIAL NETWORK (Lake Oswego OR)
CO
06/13/2008 - 07/18/2014
NFP SECURITIES, INC. (LOUISVILLE CO)
BOTH
Issued 01/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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