Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cesar? Claim Your ProfileCesar Gomez is a financial advisor with over 13 years of experience in the financial services industry. Cesar is currently registered with City National Securities, Inc. Prior to that, Cesar was employed by Wells Fargo Clearing Services, LLC, CITI PRIVATE ADVISORY, LLC, and CITIGROUP GLOBAL MARKETS INC. Cesar holds a Series 7, Series 66, and SIE licenses. Cesar is a registered investment advisor representative (IAR) in California and focuses on helping clients with their financial planning, portfolio management, and selection of other advisors. Cesar works with individuals, high net worth individuals, corporations, and businesses. Cesar has specializations in investment advisory services, banking and insurance, real estate, and commodities. Cesar is also a specialist in retirement planning, college savings, and estate planning. Cesar has been an active member of the financial services industry since 2008. Cesar is dedicated to providing clients with the highest level of service and expertise.
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.
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.
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.
Mutual fund fees, broker fees & transaction fees
1
2
CA
08/26/2021 - Present
City National Securities, Inc. (Pasadena CA)
CA
12/18/2018 - 08/10/2021
WELLS FARGO CLEARING SERVICES, LLC (LOS ANGELES CA)
CA
03/31/2017 - 10/10/2018
CITI PRIVATE ADVISORY, LLC (Los Angeles CA)
CA
01/23/2008 - 10/10/2018
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
BOTH
Issued 03/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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