Gabriel Szymarek (CRD# 6794961) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 6 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lbmz Securities, Inc. | Chicago, IL | May 2022 - Current | 2 |
| Zacks Investment Management | Chicago, IL | Mar 2021 - Current | 3 |
| Innovator Capital Management, LLC | Wheaton, IL | Jun 2020 - Feb 2021 | < 1 |
| Foreside Fund Services, LLC | Wheaton, IL | Jun 2020 - Feb 2021 | < 1 |
| Quasar Distributors LLC | Milwaukee, WI | Feb 2019 - May 2020 | 1 |
| Dearborn Partners | Chicago, IL | Jan 2019 - May 2020 | 1 |
| Wells Fargo Clearing Services | St. Louis, MO | May 2018 - Dec 2018 | < 1 |
| Bank Of America, N.a. | Glen Carbon, IL | Feb 2018 - May 2018 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Glen Carbon, IL | Aug 2017 - May 2018 | < 1 |
| Northwestern Mutual | Edwardsville, IL | Jun 2017 - Aug 2017 | < 1 |
| Alpine Shop | O'fallon, IL | Aug 2015 - Aug 2017 | 2 |
| Southern Illinois University Edwardsville | Edwardsville, IL | Aug 2013 - Jun 2017 | 3 |
| Cyclery And Fitness Center | Edwardsville, IL | May 2013 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2018 |
- IL
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Total Assets Under Management8,374MILLIONS
-
Total Number of Accounts7,545ACCOUNTS
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Average Account Value$1,109,809
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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