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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gilbert? Claim Your ProfileGilbert Michael Araiza is a financial professional with over 18 years of experience in the financial services industry. Gilbert Michael Araiza is a registered representative and investment advisor representative, currently working with Frost Investment Services. Gilbert Michael Araiza holds the Series 3, 7, 63, and 65 licenses as well as the SIE designation. Gilbert Michael Araiza has been registered with the state of Texas as a Broker/Dealer since 2008 and an Investment Advisor Representative since 2022. Previously, Gilbert Michael Araiza was employed by J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. in Houston, Texas, from 2004 to 2007. Gilbert Michael Araiza has earned the designation of Certified Financial Planner. Gilbert Michael Araiza specializes in providing financial planning, portfolio management for businesses and individuals. Frost Investment Services is a firm that offers a wide range of financial services to individuals, families, and businesses, with a focus on providing personalized advice and guidance to help clients reach their financial goals. The firm manages over $2.7 billion in assets for clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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TX
01/28/2022 - Present
Frost Investment Services (SAN ANTONIO TX)
TX
12/17/2004 - 12/31/2007
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (HOUSTON TX)
BC
Issued 04/21/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/19/2003
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/21/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2006
Series 3 - National Commodity Futures Examination
BC
Issued 12/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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