Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriel? Claim Your ProfileGabriel Marshi is an investment advisor representative at BDC Investment Advisors, LLC. Gabriel Marshi has been in the industry since 1990. Gabriel Marshi's current registration is with the state of California. Gabriel Marshi is also affiliated with Southland Capital Partners, LLC and Kensington Capital Corporation. Gabriel Marshi specializes in portfolio management for businesses, individuals, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
10/09/2008 - Present
BDC Investment Advisors, LLC (ENCINO CA)
NA
03/20/1990 - 10/15/1990
KLEINWORT BENSON NORTH AMERICA INC.
IA
Issued 09/30/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Gabriel Marshi is the right advisor for you? Invested Better is here to help.
