Gabriela
Contreras

M1 Finance

CRD#6964686
Investment Advisor
in Chicago, IL

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About this Advisor

Gabriela Contreras is a financial advisor based out of Chicago, Illinois with 2 years of relevant experience. Contreras is on the advisory team at M1 Finance. Throughout their career, Contreras has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, University Of Illinois At Urbana-Champaign, University Of Illinois Catering Services, State And Lake Chicago Tavern, Jones College Prep High School, Nando'S Peri-Peri, Wendy'S Restaurant Company, Bank Of America, N.A and M1 Finance. Contreras maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Illinois. M1 Finance is a financial advisory firm operating out of Chicago, IL. M1 Finance has a few services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors usually are based on which services the firm provides the client. Fee types billed by M1 Finance typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

200 North Lasalle Street Suite 800
Chicago, IL 60601

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M1 Finance Brokerage Details

Total Number of Employees

20

IL Average: 44

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Gabriela Contreras Work History

Gabriela has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

M1 Finance

2019 - 2021 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2021 (2 years)

Bank Of America, N.A

2018 - 2018 (< 1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2019 (3 years)

University Of Illinois Catering Services

2016 - 2019 (3 years)

State And Lake Chicago Tavern

2015 - 2019 (4 years)

University Of Illinois At Urbana-Champaign

2015 - 2015 (< 1 year)

Nando'S Peri-Peri

2015 - 2015 (< 1 year)

Wendy'S Restaurant Company

2011 - 2015 (4 years)

Jones College Prep High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gabriela Contreras to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at M1 Finance

Jack Oricoli
Chicago, IL
Brandon Nguyen
Chicago, IL
Hamza Mansour
Chicago, IL
Megan Kuyers
Chicago, IL
Paul Deairis Howard
Chicago, IL
Dominica Stewart
Fort Worth, TX
Gabriela Contreras
Chicago, IL
John Mccallum
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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