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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eduardo? Claim Your ProfileEduardo Navarrete gomez is an investment advisor representative with Sequent Planning, LLC. Eduardo has been in the industry for over 20 years and holds the Series 6, 7, 63 and 65 licenses. Eduardo's previous experience includes time at Great Nation Investment Corporation, United Equity Securities, LLC, and World Group Securities, Inc. He is currently registered with the state of Texas and specializes in financial planning, portfolio management for individuals, and pension consulting. Eduardo offers a variety of advisory services, including financial planning, educational seminars, and 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.
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.
A percentage of the total value of assets under management is charged.
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NE
11/28/2023 - Present
Sequent Planning, LLC (OMAHA NE)
TX
08/17/2010 - 11/30/2010
GREAT NATION INVESTMENT CORPORATION (EDINBURG TX)
TX
07/21/2008 - 08/06/2010
UNITED EQUITY SECURITIES, LLC (EDINBURG TX)
GA
07/18/2005 - 05/27/2008
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
09/12/2002 - 08/27/2003
WORLD GROUP SECURITIES, INC. (DULUTH GA)
IA
Issued 06/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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