Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Dario Gomez-garcia is an investment advisor representative with Missionsquare Retirement. Juan has been in the financial services industry since 2007. Juan is registered with the states of California and Texas. Juan has Series 6, 7, 24, 65, and 66 securities licenses and has experience with portfolio management for individuals and businesses. Juan's previous experience includes roles at EMPOWER FINANCIAL SERVICES, INC., MML DISTRIBUTORS, LLC, HARTFORD SECURITIES DISTRIBUTION COMPANY, INC., BANCWEST INVESTMENT SERVICES, INC., and NYLIFE SECURITIES INC.
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.
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.
A percentage of the total value of assets under management is charged.
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2
DC
12/11/2024 - Present
Missionsquare Retirement (WASHINGTON DC)
CA
01/04/2021 - 10/11/2022
EMPOWER FINANCIAL SERVICES, INC. (La Mesa CA)
CA
01/02/2013 - 01/04/2021
MML DISTRIBUTORS, LLC (La Mesa CA)
CT
08/18/2010 - 01/02/2013
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)
CA
08/16/2007 - 07/12/2010
BANCWEST INVESTMENT SERVICES, INC. (CLOVIS CA)
CA
04/07/2006 - 08/21/2006
NYLIFE SECURITIES INC. (FRESNO CA)
IA
Issued 10/31/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/06/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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