Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Gomez is a financial advisor with over 25 years of experience in the financial services industry. He has a strong track record of providing personalized financial advice to individuals and families. George is currently registered with Strategic Financial Concepts, LLC, an independent investment advisor firm. George is also registered with LPL Financial LLC, a broker-dealer, and has been providing investment advisory services through LPL since 2012. George holds a Series 6, 7, 31, and 66 license, in addition to the SIE, which allows him to offer a wide range of financial products and services to his clients. George also holds a Series 63 license, which allows him to operate in 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.
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.
General consulting and business planning services
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.
Retainer fees
1
2
TX
09/10/2019 - Present
Strategic Financial Concepts, LLC (El Paso TX)
TX
12/23/2016 - 02/17/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (EL PASO TX)
TX
02/03/2012 - 12/27/2016
LPL FINANCIAL LLC (EL PASO TX)
TX
02/15/2006 - 02/14/2012
CHASE INVESTMENT SERVICES CORP. (EL PASO TX)
NY
03/02/2005 - 02/16/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
KS
11/01/2001 - 06/30/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
AZ
04/07/1999 - 10/17/2001
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
MA
02/24/1993 - 02/18/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/24/1993 - 02/18/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 04/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/25/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/19/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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