Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adrian? Claim Your ProfileAdrian Gomez-falgas is a financial professional with over 15 years of experience in the industry. Adrian is currently registered with Investment Planners, Inc. in Puerto Rico, Florida and North Carolina. Previously, Adrian was employed by EQUITABLE ADVISORS, LLC in San Juan, Puerto Rico. Adrian holds Series 6, 7 and 63 licenses, as well as the Securities Industry Essentials (SIE) exam.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
PR
11/24/2020 - Present
Investment Planners, Inc. (San Juan PR)
PR
05/28/2007 - 08/27/2020
EQUITABLE ADVISORS, LLC (SAN JUAN PR)
BC
Issued 06/22/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/25/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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