Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guadalupe? Claim Your ProfileGuadalupe Gomez is a registered investment advisor representative with Fiducient Advisors LLC. Guadalupe has been in the industry since June 2014 and holds Series 66 and Series 65 licenses. Guadalupe is licensed to provide investment advice in Illinois and Texas. Guadalupe previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Fiducient Advisors LLC is a registered investment adviser that provides investment consulting for individuals and non-profit organizations, financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
Investment consulting for individuals and non profit organizations
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
01/19/2024 - Present
Fiducient Advisors LLC (CHICAGO IL)
IL
11/01/2016 - 04/09/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IA
Issued 01/19/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Guadalupe Gomez is the right advisor for you? Invested Better is here to help.
