Unclaimed
German Gomez is a financial advisor registered with J.P. Morgan Securities LLC in North Miami, Florida. German has been in the financial industry since 2004, and holds Series 6 and Series 63 licenses. German is also a registered representative with FINRA. German has worked with Chase Investment Services Corp. and BANC ONE SECURITIES CORPORATION in the past. German is currently active in Florida and Texas and has been registered in both states since 2012. German has a strong track record of providing financial advice to individuals, corporations, and other business entities. German specializes in providing investment management, financial planning, and pension consulting services. German has a proven ability to help clients achieve their financial goals.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
10/01/2012 - Present
J.p. Morgan Securities LLC (NORTH MIAMI FL)
TX
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (KATY TX)
IL
02/03/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 01/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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