Unclaimed
Archimedes Chua Gomez is a financial advisor with over 9 years of experience in the industry. Archimedes Gomez is currently registered with LPL Financial LLC, in Lakewood, CA. Previously, Archimedes Gomez was registered with Wells Fargo Clearing Services, LLC in South Pasadena, CA, J.P. Morgan Securities LLC in Glendale, CA, Merrill Lynch, Pierce, Fenner & Smith Incorporated in Glendale, CA and Farmers Financial Solutions, LLC in Pomona, CA. Archimedes Gomez holds the Series 6, 7, 63 and 66 securities licenses and the SIE exam. Archimedes Gomez has also held roles at Farmers Insurance, Farmers Financial Solutions, Bank of America, N.A., Lyft, Bonanno Investment Enterprises, Inc., J.P. Morgan Securities LLC, JP Morgan Chase Bank N.A., Professional Tutors of America, Inc., Uber, Faith International Revival Ministries and Raisier LLC. Archimedes Gomez provides financial planning and portfolio management services to individuals, businesses, trusts, estates, high-net-worth individuals, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
10/23/2023 - Present
LPL Financial LLC (LAKEWOOD CA)
CA
05/17/2021 - 10/24/2023
WELLS FARGO CLEARING SERVICES, LLC (SOUTH PASADENA CA)
CA
01/11/2018 - 04/20/2021
J.P. MORGAN SECURITIES LLC (GLENDALE CA)
CA
03/16/2016 - 10/25/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GLENDALE CA)
CA
09/29/2014 - 01/05/2016
FARMERS FINANCIAL SOLUTIONS, LLC (POMONA CA)
BOTH
Issued 05/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/27/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Archimedes Gomez is the right advisor for you? Invested Better is here to help.