Unclaimed
Stephan Gabriel is an investment advisor representative, or IAR, with Oneamerica Securities, Inc. Stephan Gabriel has over 30 years of experience in the financial services industry. Stephan Gabriel is registered to provide investment advice in Alaska, California, Idaho, and Maryland. Stephan Gabriel also provides non-variable insurance sales such as fixed life, fixed annuities, and health insurance.
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.
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.
1
2
CA
01/20/2021 - Present
Oneamerica Securities, Inc. (Newport Beach CA)
CA
08/23/2002 - 05/09/2012
MML INVESTORS SERVICES, LLC (NEWPORT BEACH CA)
NY
10/19/2000 - 08/06/2002
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
10/23/1998 - 09/27/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
10/18/1991 - 08/13/1998
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/18/1991 - 08/13/1998
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 10/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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