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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Gerald Gomez is a financial advisor with Diversify Advisory Services, LLC in Sandy, Utah. Daniel has been in the industry since 1991. Prior to Diversify Advisory Services, LLC, Daniel was an advisor at HORNOR, TOWNSEND & KENT, LLC, AMERITAS INVESTMENT CORP., FINANCIAL NETWORK INVESTMENT CORPORATION and PRUCO SECURITIES CORPORATION. Daniel is licensed in Utah and also holds the Series 6, 63, and 65 licenses along with the SIE exam. Daniel specializes in portfolio management for individuals and businesses, as well as financial planning and the selection of other advisors.
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.
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UT
01/12/2024 - Present
Diversify Advisory Services, LLC (Sandy UT)
UT
05/02/2002 - 02/05/2019
HORNOR, TOWNSEND & KENT, LLC (SALT LAKE CITY UT)
NE
03/01/2000 - 05/17/2002
AMERITAS INVESTMENT CORP. (LINCOLN NE)
CA
05/29/1996 - 03/15/2000
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NJ
05/16/1991 - 08/16/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/16/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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