Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gladys? Claim Your ProfileGladys Adriana Escobar is a financial professional with over 14 years of experience in the industry. Gladys currently works at Oppenheimer & Co. Inc. and has previously worked at other firms such as GLOBAL INVESTOR SERVICES, L.C., ROYAL ALLIANCE ASSOCIATES, INC., and STANFORD GROUP COMPANY. Gladys specializes in providing a range of financial services, including financial planning, portfolio management for individuals and businesses, and selection of other advisers.
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.
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.
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.
1
2
FL
09/08/2011 - Present
Oppenheimer & Co. Inc. (CORAL GABLES FL)
FL
01/17/2011 - 09/30/2011
GLOBAL INVESTOR SERVICES, L.C. (MIAMI FL)
FL
04/16/2010 - 01/12/2011
ROYAL ALLIANCE ASSOCIATES, INC. (MIAMI FL)
FL
12/17/2009 - 04/20/2010
OPPENHEIMER & CO. INC. (MIAMI FL)
FL
10/20/2008 - 03/23/2009
STANFORD GROUP COMPANY (MIAMI FL)
BC
Issued 03/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/18/2008
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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