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Joshua Paul Gomez

Lincoln Financial Distributors, Inc.

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About Joshua Paul Gomez

Joshua Gomez is a financial professional with over 23 years of experience in the industry. Joshua is currently registered with Lincoln Financial Distributors, Inc. and has been in this role since July 2022. Prior to joining Lincoln Financial Distributors, Inc., Joshua held various positions at Transamerica Investors Securities Corporation and Transamerica Capital, Inc.. Joshua has a strong background in investment company products and variable contracts, having earned his Series 6 license in 1998. Joshua is also licensed with the Series 63 license and the SIE exam. Joshua currently holds a registration in Louisiana.

Firm Information

Joshua Gomez is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Joshua Gomez’s Registration & Firm History

PA

07/22/2022 - Present

Lincoln Financial Distributors, Inc. (RADNOR PA)

NY

07/01/2019 - 07/13/2022

TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)

CO

01/04/2017 - 07/01/2019

TRANSAMERICA CAPITAL, INC. (DENVER CO)

NY

04/09/2013 - 01/04/2017

TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)

PA

07/19/2007 - 03/21/2013

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

MA

04/09/1999 - 07/06/2007

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 11/11/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Paul Gomez.
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