Unclaimed
Gabriel Fritz Burczyk is an investment advisor representative at Assembly Wealth. Gabriel has been in the industry since 1986 and has held registrations with several firms, including Prospera Financial Services, Inc. and The Investment Center, Inc. Gabriel's primary area of focus is individual investors, and he works with clients to develop comprehensive financial plans and manage their investment portfolios. Gabriel is also a registered investment advisor, and holds the Series 65, Series 63, and Series 7 licenses.
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.
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2
CA
12/09/2005 - Present
Assembly Wealth (MILL VALLEY CA)
CA
06/16/2004 - 08/31/2016
PROSPERA FINANCIAL SERVICES, INC. (SAN FRANCISCO CA)
NJ
04/21/1994 - 06/23/2004
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
NY
01/25/1994 - 04/18/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
11/09/1990 - 01/18/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CO
08/21/1986 - 11/23/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 10/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 12/09/1988
Series 24 - General Securities Principal Examination
BC
Issued 08/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1991
Series 3 - National Commodity Futures Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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