Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Gomer is a financial advisor at RBC Capital Markets, LLC. Jeffrey is registered with the state of Texas and Rhode Island as an Investment Advisor Representative. Jeffrey has been in the industry since 2014 and has worked at several firms, including J.P. Morgan Securities LLC and First Republic Securities Company, LLC. Jeffrey has a strong track record of providing financial advice to individuals, families, and businesses. He is also a registered representative in 26 states. Jeffrey is a Series 6, 7, 63, and 65 licensed. Jeffrey's areas of expertise include financial planning, portfolio management, and retirement planning.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
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2
MA
06/13/2023 - Present
RBC Capital Markets, LLC (BOSTON MA)
MA
05/21/2021 - 06/06/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (BOSTON MA)
MA
05/02/2017 - 05/27/2021
J.P. MORGAN SECURITIES LLC (BOSTON MA)
MA
07/17/2013 - 09/15/2016
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
IA
Issued 12/14/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/17/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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