Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriel? Claim Your ProfileGabriel Abraham Shahin is an investment advisor representative with Falcon Wealth Planning, Inc., licensed in California and Texas. Gabriel is a certified financial planner. Gabriel has been in the financial services industry since 2009. Gabriel has experience with Edward Jones and TD Ameritrade, Inc., and is currently with Falcon Wealth Planning, Inc.. Gabriel's experience includes working with high net worth individuals, pension and profit-sharing plans, and corporations or other businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Selection of other advisers fees
1
2
CA
03/19/2018 - Present
Falcon Wealth Planning, Inc. (ONTARIO CA)
CA
10/18/2010 - 04/09/2014
TD AMERITRADE, INC. (RANCHO CUCAMONGA CA)
AZ
11/16/2009 - 09/30/2010
EDWARD JONES (TEMPE AZ)
BOTH
Issued 11/25/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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