Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Eduardo Zamudio-gomez is a financial advisor associated with Equity Services, Inc. Carlos has been in the financial services industry since January 30, 2020. Carlos holds Series 63, Series 6TO, and SIE licenses. Carlos is registered with FINRA and the states of Illinois and Iowa. Carlos has experience working with high-net-worth individuals, corporations or other businesses, and pension and profit-sharing plans. Carlos offers a variety of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals. Carlos is dedicated to helping clients reach their financial goals. Carlos's prior experience includes working with Allstate Financial Services, LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
06/16/2022 - Present
Equity Services, Inc. (CHICAGO IL)
IL
11/22/2019 - 04/06/2022
ALLSTATE FINANCIAL SERVICES, LLC (MOLINE IL)
BC
Issued 09/03/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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