Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Alex Gomez is a financial advisor with Fidelity Personal and Workplace Advisors and has been in the industry since January 25, 2005. Frederick holds both Series 7 and Series 66 licenses, and specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Frederick is registered with FINRA and the states of Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Montana, New Hampshire, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, and Washington. Previous firms Frederick has been employed with include WELLS FARGO ADVISORS, LLC, FAM DISTRIBUTORS, INC., and LORD ABBETT DISTRIBUTOR LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NJ
06/09/2008 - 07/30/2012
WELLS FARGO ADVISORS, LLC (LAWRENCEVILLE NJ)
NY
07/27/2004 - 10/07/2005
FAM DISTRIBUTORS, INC. (NEW YORK NY)
NJ
07/10/2000 - 10/03/2002
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
BOTH
Issued 06/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Frederick Gomez is the right advisor for you? Invested Better is here to help.
