![Gabriel Shahin](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Gabriel Shahin
Chief Executive Officer at Falcon Wealth Planning, Inc.
Gabriel Shahin active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Chief Executive Officer | 2015-02-28 | - |
Founder | 2015-02-28 | - |
Career history of Gabriel Shahin
Former positions of Gabriel Shahin
Companies | Position | Start | End |
---|---|---|---|
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. | Consultant / Advisor | 2010-09-30 | 2014-03-31 |
Training of Gabriel Shahin
Arizona State University | Masters Business Admin |
Statistics
International
United States | 4 |
Operational
Chief Executive Officer | 1 |
Founder | 1 |
Consultant / Advisor | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
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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. | Finance |
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 |
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