Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Caroline Gomez is a financial professional with over 28 years of experience in the industry. Jennifer is currently a Registered Representative with Charles Schwab & Co., Inc. Jennifer has held previous roles with OPTIONSXPRESS, INC., BROKERSXPRESS LLC, FELDMAN SECURITIES GROUP L.L.C., WATERSTONE FINANCIAL GROUP, INC., RISE, INC., BEAR, STEARNS & CO. INC., MESIROW FINANCIAL, INC., and MCDONALD & COMPANY SECURITIES, INC. Jennifer holds multiple securities licenses and is registered in all 50 states.
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
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2
AZ
05/10/2013 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
IL
09/28/2012 - 04/19/2013
OPTIONSXPRESS, INC. (CHICAGO IL)
IL
02/14/2008 - 12/07/2012
BROKERSXPRESS LLC (CHICAGO IL)
IL
04/09/2007 - 02/05/2008
FELDMAN SECURITIES GROUP L.L.C. (CHICAGO IL)
IL
05/10/2006 - 04/05/2007
WATERSTONE FINANCIAL GROUP, INC. (CHICAGO IL)
IL
08/07/2000 - 04/05/2006
FELDMAN SECURITIES GROUP L.L.C. (CHICAGO IL)
FL
11/17/1998 - 08/04/2000
RISE, INC. (LAKELAND FL)
NY
06/19/1997 - 11/30/1998
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IL
03/11/1996 - 06/13/1997
MESIROW FINANCIAL, INC. (CHICAGO IL)
OH
10/05/1994 - 03/01/1996
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
BC
Issued 11/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/03/2004
Series 24 - General Securities Principal Examination
BC
Issued 04/09/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2013
Series 3 - National Commodity Futures Examination
BC
Issued 10/23/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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