Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Livan? Claim Your ProfileLivan Gomez is a financial advisor registered with Schwab Wealth Advisory, Inc. Livan has been in the industry since January 2022. Livan's current employer is Schwab Wealth Advisory, Inc. Livan Gomez is registered in 53 states and territories. Livan has passed the Series 66, Series 7TO, and SIE exams.
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
FL
04/19/2022 - Present
Schwab Wealth Advisory, Inc. (Orlando FL)
FL
01/15/2022 - 04/08/2022
WELLS FARGO CLEARING SERVICES, LLC (MIAMI BEACH FL)
BOTH
Issued 03/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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