Unclaimed
Erin Ashley Gomez is a financial professional with over 6 years of experience in the industry. Erin has a strong track record of success in providing financial advice and portfolio management services to a wide range of clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles. Erin is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with the state of North Carolina, Arkansas, Massachusetts, Utah, and the Securities and Exchange Commission. Erin currently works with Vanguard Advisers, Inc. and is located in the Charlotte, North Carolina branch office.
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.
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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2
NC
07/22/2019 - Present
Vanguard Advisers, Inc. (Charlotte NC)
BC
Issued 07/17/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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