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Gabriel Shahin
Director Ejecutivo en Falcon Wealth Planning, Inc. .
Cargos activos de Gabriel Shahin
Empresas | Cargo | Inicio | Fin |
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Falcon Wealth Planning, Inc.
![]() Falcon Wealth Planning, Inc. Investment ManagersFinance Falcon Wealth Planning, Inc. (Falcon Wealth) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Ontario, California. The firm was founded in 2015 and is principally owned by The Falcon Family Revocable Living Trust. Falcon Wealth provides advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or business entities. | Director Ejecutivo | 01/03/2015 | - |
Fundador | 01/03/2015 | - |
Historial de carrera de Gabriel Shahin
Antiguos cargos conocidos de Gabriel Shahin.
Empresas | Cargo | Inicio | Fin |
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TD Ameritrade Investment Management LLC
![]() TD Ameritrade Investment Management LLC Investment ManagersFinance TD Amerivest Investment Management LLC (TDAIM) is an investment management firm headquartered in Omaha, Nebraska. The firm was founded in 1997 as PFN Investment Management LLC. They operated under the name Amerivest Investment Management LLC from April 2003 to December 2016. The firm is owned by TD Ameritrade Holding Corp., which is a subsidiary of The Charles Schwab Corp. (NYSE: SCHW). TDAIM provides financial planning and asset allocation services to individuals and trusts, but may provide such services to institutions, as well. These services are provided through the Internet or software applications to a national clientele. | Consultor / Asesor | 01/10/2010 | 01/04/2014 |
Formación de Gabriel Shahin.
Arizona State University | Masters Business Admin |
Estadísticas
Internacional
Estados Unidos | 4 |
Operativa
Chief Executive Officer | 1 |
Founder | 1 |
Consultant / Advisor | 1 |
Sectorial
Finance | 3 |
Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 2 |
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Falcon Wealth Planning, Inc.
![]() Falcon Wealth Planning, Inc. Investment ManagersFinance Falcon Wealth Planning, Inc. (Falcon Wealth) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Ontario, California. The firm was founded in 2015 and is principally owned by The Falcon Family Revocable Living Trust. Falcon Wealth provides advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or business entities. | Finance |
TD Ameritrade Investment Management LLC
![]() TD Ameritrade Investment Management LLC Investment ManagersFinance TD Amerivest Investment Management LLC (TDAIM) is an investment management firm headquartered in Omaha, Nebraska. The firm was founded in 1997 as PFN Investment Management LLC. They operated under the name Amerivest Investment Management LLC from April 2003 to December 2016. The firm is owned by TD Ameritrade Holding Corp., which is a subsidiary of The Charles Schwab Corp. (NYSE: SCHW). TDAIM provides financial planning and asset allocation services to individuals and trusts, but may provide such services to institutions, as well. These services are provided through the Internet or software applications to a national clientele. | Finance |
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