Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mario? Claim Your ProfileMario Gabalda is a financial advisor with Ameriprise Financial Services, LLC. Mario has been in the financial services industry since 2003. Mario is registered with the state of Virginia and Texas. Mario also has a Series 7, Series 31 and SIE license. Mario has experience working for a number of financial institutions including RBC Capital Markets, LLC, Ferris, Baker Watts, LLC, Morgan Stanley DW Inc., and Citigroup Global Markets Inc. Mario specializes in providing financial advice to individuals, corporations, trusts and estates. Mario provides a variety of services including financial planning, asset allocation services, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and pension consulting.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
VA
12/20/2010 - Present
Ameriprise Financial Services, LLC (Alexandria VA)
DC
03/13/2009 - 12/22/2010
RBC CAPITAL MARKETS, LLC (WASHINGTON DC)
DC
12/06/2006 - 03/13/2009
FERRIS, BAKER WATTS, LLC (WASHINGTON DC)
DC
10/27/2005 - 10/03/2006
MORGAN STANLEY DW INC. (WASHINGTON DC)
NY
10/03/2003 - 09/30/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 12/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/02/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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