Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heriberto? Claim Your ProfileHeriberto Guerra gomez is a registered representative and investment advisor representative with Charles Schwab & CO., Inc. Heriberto is currently registered with North Carolina and has been in the industry for over two years. Heriberto has passed the Series 7TO, SIE, and Series 66 examinations.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
SC
01/03/2023 - Present
Charles Schwab & CO., Inc. (Greenville SC)
BOTH
Issued 01/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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