Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriel? Claim Your ProfileGabriel Lewit is an investment advisor representative registered with SGL Financial, LLC. Gabriel is a licensed insurance agent and co-founder of Endorsed Diversified Services, Inc. d/b/a Wealth Financial Group, an insurance wholesaler and brokerage organization. Gabriel is licensed in Florida, Illinois, New Jersey, Texas, and Wisconsin. Gabriel is a Series 65 licensed investment advisor representative. Gabriel's firm specializes in providing financial planning, educational seminars, and portfolio management for individuals and other investment advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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IL
01/06/2024 - Present
SGL Financial, LLC (BUFFALO GROVE IL)
IA
Issued 11/02/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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