Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irene? Claim Your ProfileIrene Gomez is an Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Irene has been in the industry for over 13 years, having started her career in 2009. Irene has a wide range of experience and expertise, including financial planning, portfolio management, and investment consulting services. Irene holds Series 7, Series 9, Series 10, Series 63, Series 65, and SIE licenses. Irene is also registered as an Investment Advisor Representative in California.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
08/16/2018 - Present
Wells Fargo Clearing Services, LLC (SAN DIEGO CA)
IA
Issued 08/16/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/08/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Irene Gomez is the right advisor for you? Invested Better is here to help.
