Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriel? Claim Your ProfileGabriel Szymarek is a financial advisor at Zacks Investment Management, Inc. Gabriel has over 5 years of experience in the financial services industry. Gabriel holds the Series 66, Series 7 and SIE licenses. Gabriel specializes in providing portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Gabriel is registered with the Securities and Exchange Commission (SEC) and the state of Illinois.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Creates and manages quantitative investment models that are licensed to sponsors of uits and etfs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
03/31/2021 - Present
Zacks Investment Management, Inc. (CHICAGO IL)
IL
06/16/2020 - 03/04/2021
FORESIDE FUND SERVICES, LLC (Wheaton IL)
ME
03/13/2019 - 06/02/2020
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
MO
05/31/2018 - 12/03/2018
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
IL
10/20/2017 - 05/10/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GLEN CARBON IL)
BOTH
Issued 01/08/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gabriel Szymarek is the right advisor for you? Invested Better is here to help.
