Gabriel Shahin
Amministratore Delegato presso Falcon Wealth Planning, Inc.
Provenienza dei contatti di primo grado di Gabriel Shahin
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
1
| Private Company | Investment Managers | 1 |
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.
1
| Subsidiary | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Gabriel Shahin tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| University of Nebraska | College/University | Undergraduate Degree | |
TD Ameritrade, Inc.
 TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Investment Banks/Brokers | Corporate Officer/Principal | |
| University of California, Santa Barbara | College/University | Undergraduate Degree | |
ZEGA Financial LLC
 ZEGA Financial LLC Investment ManagersFinance ZEGA Financial LLC is an independent investment advisory firm headquartered in West Palm Beach, Florida. The firm was founded by John (Jay) Pestrichelli and Wayne Ferbert in 2011. They offer investment advisory services to individuals, other investment advisers, trusts, estates, charitable organizations, corporations, and other business entities. | Investment Managers | Trading-Equity | |
Vance Wealth Group, Inc.
 Vance Wealth Group, Inc. Investment ManagersFinance Vance Wealth, Inc. is a SEC-registered investment advisor headquartered in Santa Clarita, California. Formerly known as Vance Wealth Group, Inc., the firm is principally owned by Raymond James Financial, Inc. (NYSE: RJF). Vance Wealth offers investment advisory services to individuals, high net worth individuals, trust, estates, businesses, retirement plans and other financial institutions. | Investment Managers | Portfolio Manager-Equities |
Statistiche
Distribuzione geografica
| Stati Uniti | 7 |
Settori
| Finance | 5 |
| Consumer Services | 3 |
Posizioni
| Portfolio Manager-Equities | 3 |
| Corporate Officer/Principal | 3 |
| Undergraduate Degree | 2 |
| Trading-Equity | 1 |
Contatti più connessi
| Insiders | |
|---|---|
| Brokaw Mick | 5 |
| Jamil Abdullah | 3 |
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