Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bacilia? Claim Your ProfileBacilia Gomez is a financial professional with over 20 years of experience in the industry. Bacilia is currently registered with Transamerica Retirement Advisors, LLC and holds Series 6, 7, 24, 63 and 65 licenses. Bacilia has previously held positions with CAPFINANCIAL SECURITIES, LLC., TRANSAMERICA INVESTORS SECURITIES CORPORATION, and JOHN HANCOCK DISTRIBUTORS LLC. Bacilia specializes in providing retirement planning and investment management services.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IL
10/31/2022 - Present
Transamerica Retirement Advisors, LLC (Waukegan IL)
NC
04/30/2018 - 01/21/2022
CAPFINANCIAL SECURITIES, LLC. (RALEIGH NC)
NY
03/26/2015 - 12/31/2016
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
IL
01/01/1999 - 07/16/2013
JOHN HANCOCK DISTRIBUTORS LLC (DOWNERS GROVE IL)
IA
Issued 10/31/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Bacilia Gomez is the right advisor for you? Invested Better is here to help.
