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 in Chicago, Illinois, working with M1 Finance. Gabriela has previously held positions 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. Gabriela has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Gabriela is part of M1 Finance, which operates out of Chicago, Illinois. The firm has 24 employees and offers services including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at M1 Finance includes asset-based fees.

Certifications and Registrations

Series 66

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

Chicago, IL

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M1 Finance Brokerage Details

Total Number of Employees

24

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

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

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 Privateer
Chicago, IL
Kaila Widmann
Chicago, IL
Jieun Lee
Chicago, IL
Patrick Flood
Denver, CO
Jing Kessler
Midlothian, VA
Kevin Pierce
Chicago, IL
Hanane Bouchareb
Evanston, IL
Matthew Baker
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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