Gerwin De Haan (CRD# 7892274) is an Investment Advisor Representative working at Advanced Portfolio Strategies in Torrance, CA and has 1 year of experience in the finance industry.
CRD# 6491551
Quantum Financial Advisors, LLC
CRD# 2619073
Wedbush Securities Inc.
CRD# 1343922
Virtue Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aps Management Group, Inc. | Torrance, CA | Mar 2024 - Current | < 1 |
| Aps Management Group, Inc. | Torrance, CA | Aug 2013 - Current | 10 |
| Cal Poly Pomona | Pomona, CA | Sep 2021 - May 2022 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- CA
-
Total Assets Under Management128MILLIONS
-
Total Number of Accounts320ACCOUNTS
-
Average Account Value$399,204
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, LA, TX
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