Unclaimed
Antonio Gomez is a financial advisor at U.S. Bancorp Investments, Inc. Antonio has been in the financial services industry since 2006. Antonio's current role is at U.S. Bancorp Investments, Inc. and is located at the Los Angeles branch office. Antonio has also previously worked for UNIONBANC INVESTMENT SERVICES, LLC, WELLS FARGO INVESTMENTS, LLC, CITIGROUP GLOBAL MARKETS INC., and CITICORP INVESTMENT SERVICES. Antonio has earned the Series 6, Series 63, and SIE securities licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
05/26/2023 - Present
U.s. Bancorp Investments, Inc. (Los Angeles CA)
CA
11/23/2010 - 05/26/2023
UNIONBANC INVESTMENT SERVICES, LLC (SANTA MONICA CA)
CA
02/18/2010 - 08/30/2010
WELLS FARGO INVESTMENTS, LLC (PASADENA CA)
CA
05/29/2007 - 02/14/2008
CITIGROUP GLOBAL MARKETS INC. (HUNTINGTON PARK CA)
CA
02/13/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (HUNTINGTON PARK CA)
BC
Issued 01/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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