Unclaimed
Antonio Pedro Gomes is an investment advisor representative with Advanced Wealth Management. Antonio is a licensed investment advisor representative, with experience in the financial services industry since 2002. Antonio has experience working with high net worth individuals, individuals other than high net worth, insurance companies, and charitable organizations. Antonio has been registered with the state of Florida since 2016. Antonio holds a Series 63, Series 66, Series 7, Series 9, and Series 10 license. Antonio has offices located in Sarasota, Florida.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
08/16/2016 - Present
Advanced Wealth Management (SARASOTA FL)
FL
12/18/2015 - 09/14/2016
INVESTORS CAPITAL CORP. (NOKOMIS FL)
FL
03/15/2013 - 01/12/2016
SAGEPOINT FINANCIAL, INC. (NOKOMIS FL)
FL
06/19/2006 - 04/10/2013
PRIME CAPITAL SERVICES, INC. (NOKOMIS FL)
FL
02/22/2005 - 04/27/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (SARASOTA FL)
IL
01/07/2004 - 02/22/2005
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
MA
11/22/2002 - 01/09/2004
MOORS & CABOT, INC. (BOSTON MA)
BOTH
Issued 11/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/25/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/14/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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