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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriel? Claim Your ProfileGabriel Brenner is an Investment Advisor Representative at Abacus Wealth Partners. Gabriel has been in the industry for over 20 years. He has a Series 7, 63 and 65 license. Gabriel is a CERTIFIED FINANCIAL PLANNER™ professional. Gabriel is registered with the state of California and has been with Abacus Wealth Partners since 2014. Previously, Gabriel worked at Paine Webber Incorporated. Gabriel specializes in financial planning, pension consulting and portfolio management for individuals, businesses, 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.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services
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.
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CA
12/22/2014 - Present
Abacus Wealth Partners (SANTA MONICA CA)
NJ
01/04/1996 - 07/31/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 06/19/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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