Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Gomez is a financial advisor with Schwab Wealth Advisory, Inc., located in Indianapolis, Indiana. Juan has been in the industry since March 3, 2019. Juan is registered with both FINRA and the states of Indiana and Texas. Juan is a registered representative for Schwab Wealth Advisory, Inc. and also has a state-level Investment Advisor registration in Indiana and Texas. Juan holds the Series 66, Series 7TO and SIE exams. Juan is specialized in providing financial planning, portfolio management for individuals and portfolio management for businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
IN
06/22/2021 - Present
Schwab Wealth Advisory, Inc. (Indianapolis IN)
BOTH
Issued 05/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/19/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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