Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Rene Gomez is a financial professional with over 8 years of experience in the financial services industry. Matthew currently holds securities registrations with Hilltop Securities Inc. and Hilltop Securities Asset Management, LLC. Matthew has a strong background in providing financial planning and portfolio management services to a wide range of clients, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Matthew has experience working with clients in various states across the country.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
12b-1 fees
1
2
TX
03/31/2023 - Present
Hilltop Securities Inc. (Austin TX)
TX
05/01/2020 - 03/23/2022
LPL FINANCIAL LLC (AUSTIN TX)
TX
08/21/2017 - 05/04/2020
SIGMA FINANCIAL CORPORATION (Austin TX)
TX
12/19/2014 - 08/21/2017
WFG INVESTMENTS, INC. (AUSTIN TX)
TX
06/26/2014 - 12/10/2014
CHARLES SCHWAB & CO., INC. (AUSTIN TX)
BOTH
Issued 03/11/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Matthew Gomez is the right advisor for you? Invested Better is here to help.
