Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cosme? Claim Your ProfileCosme Lou Gomes is an investment advisor representative and financial planner. Cosme is currently registered with Charles Schwab & CO., Inc. and has been in the industry since August 2, 2017. Cosme holds the Series 7, Series 66 and SIE licenses. Cosme is registered in 16 states, and has worked at both Charles Schwab & Co., Inc. and Charles Schwab Bank. Cosme's firm has approximately 919,128 clients, with a regulatory assets under management of $0. The firm offers several advisory services, including financial planning, selection of other advisors, and has a wrap fee program.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
08/15/2022 - Present
Charles Schwab & CO., Inc. (Coral Gables FL)
BOTH
Issued 10/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Cosme Gomes is the right advisor for you? Invested Better is here to help.
