Unclaimed
Joel Alexandro Gomez is a financial advisor with Eagle Strategies LLC. Joel Alexandro Gomez has been in the financial services industry since 2021. Joel Alexandro Gomez is registered with the state of Texas and is also licensed as an Investment Advisor Representative. Joel Alexandro Gomez specializes in providing financial planning services to individuals and businesses. Joel Alexandro Gomez is also a board member of Los Primos Dallas and Country Place HOA.
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.
Personalized portfolio management to meet individual financial objectives.
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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TX
01/04/2024 - Present
Eagle Strategies LLC (Dallas TX)
BOTH
Issued 12/22/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/2/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 7/12/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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