Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Manuel Gomez is a financial advisor at LPL Financial LLC. Jose has been in the industry for over a year. Jose specializes in investment advisory services for high-net-worth individuals, corporations, and other businesses, including pension consulting and financial planning. Jose is registered with FINRA and the state of Tennessee and has been working at LPL Financial LLC for the past year. Prior to joining LPL Financial LLC, Jose has worked as a financial advisor for Ascend Federal Credit Union. Jose is dedicated to providing personalized financial advice and investment strategies to help clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
01/04/2024 - Present
LPL Financial LLC (MURFREESBORO TN)
BOTH
Issued 12/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jose Gomez is the right advisor for you? Invested Better is here to help.
