Unclaimed
Garrett Anthony Gomez is a financial advisor with Frost Investment Services, a firm that manages over $1 billion in assets. Garrett has been in the financial services industry since 2001, and has a wealth of experience in investment advising and portfolio management. Garrett is registered with the state of Texas to provide investment advice.
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.
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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2
TX
01/28/2022 - Present
Frost Investment Services (SAN ANTONIO TX)
NY
06/15/2001 - 04/05/2002
J. P. MORGAN ADVISORS, INC. (NEW YORK NY)
NY
04/19/2001 - 06/15/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 03/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/28/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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