Unclaimed
Carlos Camero Gomez is an investment advisor with Allstate Financial Services, LLC, based in McAllen, TX. Carlos has been in the financial services industry since 2002, and holds a Series 6, Series 26, and Series 63 license. Prior to joining Allstate, Carlos worked at NYLIFE SECURITIES LLC and PFS INVESTMENTS INC. Carlos is registered to provide investment advice in Texas and Virginia.
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.
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.
1
2
TX
08/28/2009 - Present
Allstate Financial Services, LLC (MCALLEN TX)
TX
07/25/2008 - 01/28/2009
NYLIFE SECURITIES LLC (SAN ANTONIO TX)
TX
12/09/2003 - 07/03/2008
ALLSTATE FINANCIAL SERVICES, LLC (SAN ANTONIO TX)
GA
05/07/2002 - 10/03/2003
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 04/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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