Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bobby? Claim Your ProfileBobby Gomez is a financial advisor registered with Kestra Investment Management, LLC. Bobby has been in the industry since July 20, 2005 and is currently registered with the state of Texas. Bobby has a Series 7, Series 24 and SIE license and is a graduate of the Uniform Combined State Law Examination. Bobby is also a registered investment advisor (IA) in Texas. Prior to joining Kestra Investment Management, LLC, Bobby worked for Goldman Sachs & Co. LLC, J.P. Morgan Securities LLC, Resolute Investment Distributors, Inc., Foreside Fund Services, LLC, Fidelity Investments Institutional Services Company, Inc., Chase Investment Services Corp., and Banc of America Investment Services, Inc. Bobby specializes in providing investment advice to other registered investment advisors and trust companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Investment advice to other registered investment advisors and trust companies
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.
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2
TX
01/11/2022 - Present
Kestra Investment Management, LLC (AUSTIN TX)
TX
03/29/2021 - 10/07/2021
GOLDMAN SACHS & CO. LLC (Irving TX)
TX
10/17/2018 - 05/15/2019
J.P. MORGAN SECURITIES LLC (FORT WORTH TX)
TX
02/28/2018 - 09/24/2018
RESOLUTE INVESTMENT DISTRIBUTORS, INC. (Irving` TX)
TX
01/31/2013 - 02/28/2018
FORESIDE FUND SERVICES, LLC (IRVING TX)
TX
11/29/2010 - 01/24/2013
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
06/10/2009 - 10/22/2010
CHASE INVESTMENT SERVICES CORP. (FT. WORTH TX)
TX
01/06/2005 - 01/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (FT. WORTH TX)
BOTH
Issued 01/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2013
Series 24 - General Securities Principal Examination
BC
Issued 09/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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