Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Gabel is a financial advisor with Raymond James & Associates, Inc. based in PALM BEACH GARDENS, FL. Sheila has been in the industry since 1999 and has a wide range of experience. Prior to joining Raymond James, Sheila worked for Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., UBS Financial Services Inc., and Janney Montgomery Scott LLC. Sheila has the following licenses: Series 66, Series 10, Series 9, SIE, Series 7.
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.
Please see note in schedule d - miscellaneous
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.
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2
FL
06/17/2020 - Present
Raymond James & Associates, Inc. (PALM BEACH GARDENS FL)
FL
12/18/2012 - 03/26/2018
MORGAN STANLEY (BOCA RATON FL)
FL
08/24/2009 - 12/04/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL SPRINGS FL)
FL
06/01/2009 - 09/14/2009
MORGAN STANLEY SMITH BARNEY (BOCA RATON FL)
FL
07/11/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
NJ
03/24/2006 - 08/01/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
FL
04/27/2005 - 04/04/2006
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
PA
10/21/2003 - 05/20/2005
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
IN
11/03/1999 - 10/08/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/03/1999 - 10/08/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 09/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/14/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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