Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriel? Claim Your ProfileGabriel Gomez is a financial advisor with over 18 years of experience in the financial services industry. Gabriel has been with Wells Fargo Clearing Services, LLC since March 2021. Prior to joining Wells Fargo, Gabriel worked at J.P. Morgan Securities LLC and Chase Investment Services Corp.. Gabriel has a broad range of experience in providing financial advice to individuals, families, and businesses. Gabriel is a registered representative in Florida and Texas.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
03/05/2021 - Present
Wells Fargo Clearing Services, LLC (FORT LAUDERDALE FL)
FL
10/01/2012 - 03/16/2021
J.P. MORGAN SECURITIES LLC (SUNRISE FL)
FL
07/15/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WESTON FL)
NJ
09/14/2006 - 07/08/2010
ADP BROKER-DEALER, INC. (ROSELAND NJ)
FL
08/15/2003 - 08/02/2006
MORGAN STANLEY DW INC. (FT. LAUDERDALE FL)
BOTH
Issued 08/26/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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