Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriel? Claim Your ProfileGabriel Beshara is a financial advisor with Gregory J. Schwartz & Co., Inc. Gabriel is a Registered Representative and Investment Advisor Representative with over 11 years of experience in the financial services industry. Gabriel holds Series 7, 63, and 65 licenses as well as the SIE. Gabriel's previous experience includes positions at RAYMOND JAMES FINANCIAL SERVICES, INC. Gabriel specializes in providing financial planning services to individuals, businesses, and institutional clients. Gabriel is also registered to provide investment advisory services in Florida, Michigan, and Texas.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
01/25/2024 - Present
Gregory J. Schwartz & CO., Inc. (BLOOMFIELD HILLS MI)
MI
07/19/2012 - 08/31/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (TROY MI)
FL
12/22/2011 - 06/15/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
IA
Issued 04/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gabriel Beshara is the right advisor for you? Invested Better is here to help.
