Unclaimed
Jonathan Pastor Gomez is a financial advisor with over 20 years of experience in the industry. Jonathan is currently registered with RBC Capital Markets, LLC and has been with the firm since May 2018. Prior to joining RBC Capital Markets, LLC, Jonathan was with Wells Fargo Clearing Services, LLC. Jonathan is also registered in 53 states and the District of Columbia. Jonathan has a broad range of experience in the financial services industry and is committed to providing personalized advice and service to his clients.
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.
1
2
FL
05/29/2018 - Present
RBC Capital Markets, LLC (BOCA RATON FL)
FL
02/26/2009 - 05/22/2018
WELLS FARGO CLEARING SERVICES, LLC (BOCA RATON FL)
FL
04/27/2005 - 03/10/2009
JANNEY MONTGOMERY SCOTT LLC (BOCA RATON FL)
MO
02/02/1998 - 05/19/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
FL
04/10/1996 - 02/03/1998
JW CHARLES SECURITIES,INC. (BOCA RATON FL)
NC
08/31/1995 - 11/17/1995
MARION BASS SECURITIES CORPORATION (CHARLOTTE NC)
VA
07/18/1995 - 08/14/1995
DMG SECURITIES, INC. (GREAT FALLS VA)
BC
Issued 07/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1995
Series 7 - General Securities 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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