Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Gomes is a financial advisor currently registered with Vanguard Marketing Corp. Jonathan has been in the industry since 2014 and has a wide range of experience, having previously worked with Nationwide Investment Services Corporation and Lincoln Financial Advisors Corporation. Jonathan is a Series 6 and Series 63 licensed advisor and also holds the SIE designation. He is licensed in 53 states and the District of Columbia.
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.
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.
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2
NC
01/02/2023 - Present
Vanguard Marketing Corp. (CHARLOTTE NC)
OH
03/14/2019 - 11/21/2022
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
IN
02/20/2014 - 03/06/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
BC
Issued 03/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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