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Market Timing Services Advisors in Houston, Texas
890 Results
Unclaimed
location

HOUSTON, TX

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Gabriel Berger is a financial professional with over 17 years of experience in the industry. Gabriel holds a Series 7 and Series 66 license and is registered with Stephens in Houston, Texas. Gabriel has previously worked at Oppenheimer & Co. Inc. and Sanford C. Bernstein & Co., LLC. Gabriel specializes in providing financial planning, portfolio management, and educational seminars to a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

UBS Financial Services Inc.

location

HOUSTON, TX

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Gabrielle Laing Dubose is a registered representative with UBS Financial Services Inc. Gabrielle has been in the financial services industry since 2023. Gabrielle is licensed in 28 states and the District of Columbia. Gabrielle is a licensed investment advisor in Texas. Gabrielle has passed the Series 7TO, Series 66, and SIE exams. Gabrielle has experience working with clients of various types including individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed

Ameriprise Financial Services, LLC

location

HOUSTON, TX

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Gabrielle Baker is an investment advisor representative at Ameriprise Financial Services, LLC. She is registered with FINRA, the state of Texas and other states, and has been in the industry since 2020. Gabrielle has a Series 66 license and a Series 7TO license. She is also registered as an investment advisor representative in Texas. Gabrielle is a financial professional with experience providing services to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Avidian Wealth Solutions

location

HOUSTON, TX

0 Disclosures

ADVISOR BIO

Gan Li is an investment advisor representative associated with Avidian Wealth Solutions, a registered investment advisor. Gan is registered with the state of Texas and is currently active as an investment advisor representative. Gan's professional experience includes roles at Avidian Wealth Solutions, Next Financial, Americanized Benefit Consultants, Provident Wealth Management, Houston Fruitland, Inc., Amarillo National Bank, and West Texas A&M. Gan Li has completed the Series 65 Uniform Investment Adviser Law Examination and the Securities Industry Essentials Examination. Avidian Wealth Solutions, based in Houston, Texas, provides financial planning and investment advisory services to individuals, businesses, and institutional clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Citigroup Global Markets Inc.

location

HOUSTON, TX

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Garrison Joseph Reeves is a registered representative with Citigroup Global Markets Inc. Garrison Reeves has been in the industry since 2020. Garrison Reeves is licensed to sell securities in 53 states. Citigroup Global Markets Inc. manages over $50 billion in client assets.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

UBS Financial Services Inc.

location

HOUSTON, TX

experience

21 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Gary Bob McIntire is an investment advisor representative with UBS Financial Services Inc. Gary has been in the industry since 2003. Gary is licensed to offer securities advice in numerous states, including Texas, Oklahoma, and Utah. Gary's primary office is located in Houston, Texas. Gary specializes in providing financial planning, portfolio management, and other investment-related services to individuals, businesses, and charitable organizations. UBS Financial Services Inc. is a registered investment advisor and brokerage firm with over $50 billion in assets under management. The firm offers a wide range of financial products and services, including investment management, financial planning, and retirement planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed

Mercer Global Advisors Inc. | CFP ® (Certifications)

location

Houston, TX

0 Disclosures

ADVISOR BIO

Gary P. Williams is a financial advisor with Mercer Global Advisors Inc., located in Houston, TX. Gary has been in the financial industry since August 1998. Gary holds a Certified Financial Planner designation. Gary is currently registered with the state of Louisiana and Texas. Gary's specializations include retirement planning, college savings, estate planning, insurance, and investment management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TRUST SERVICES, ESTATE PLANNING, TAX RETURN PREPARATION, CONSULTATION
Publication of Financial Periodicals
Unclaimed

Citigroup Global Markets Inc. | CFP ® (Certifications)

location

Houston, TX

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Gay nell Lewing Currie is a financial advisor registered with Citigroup Global Markets Inc.. Gay nell Lewing Currie has 23 years of experience in the financial services industry. Gay nell Lewing Currie is a Certified Financial Planner. Gay nell Lewing Currie offers investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Gay nell Lewing Currie's current firm, Citigroup Global Markets Inc., manages over $50 billion in assets.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

World Equity Group, Inc.

location

Houston, TX

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

George Hoyt Abboud is a financial advisor at World Equity Group, Inc. with over 14 years of experience in the financial services industry. George is a registered representative and investment advisor representative who holds Series 7, 66, SIE, and 79TO licenses. George has been with World Equity Group, Inc. since 2014. Previously, George was with Resource Horizons Group LLC. George is registered to provide securities and advisory services in several states including: Arizona, Arkansas, California, Florida, Indiana, Louisiana, Maine, Massachusetts, Mississippi, North Carolina, South Carolina, Texas, Washington, and Wisconsin. George has a strong understanding of financial planning, portfolio management for individuals and businesses, and pension consulting. George is also a licensed life insurance agent.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Ameriprise Financial Services, LLC

location

Houston, TX

experience

21 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

George Joseph Kurka is a financial advisor registered with Ameriprise Financial Services, LLC. George has been in the industry since 2004 and is licensed to provide advisory services in 20 states. George has also held a registration with IDS Life Insurance Company in the past. In addition to his Series 7 and 66 licenses, George holds the SIE license, which is required for all new financial advisors. George focuses on providing asset allocation, financial planning, and educational seminars. He also offers services to corporations and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals

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