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Meg Gomez

Mischler Financial Group, Inc.

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About Meg Gomez

Meg Gomez is a financial advisor with Mischler Financial Group, Inc., with a career in the industry since 2016. Meg holds Series 7, Series 63, Series 66, and SIE licenses. Meg is registered in California. Meg has previous experience working at Northwestern Mutual Investment Services, LLC, Finance 500, Inc., Velox Clearing LLC, Wells Fargo Advisors, LLC, UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Meg Gomez is currently registered with Mischler Financial Group, Inc.. Mischler Financial Group, Inc. is a corporation formed in November 1994. It is registered with the SEC and in 48 states, providing financial services nationwide.

Not reported

Assets Under Management

Not reported

Total Clients

49

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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Meg Gomez’s Registration & Firm History

CA

08/02/2024 - Present

Mischler Financial Group, Inc. (CORONA DEL MAR CA)

CA

07/03/2024 - 07/22/2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Irvine CA)

CA

04/24/2023 - 09/11/2023

FINANCE 500, INC. (IRVINE CA)

FL

11/23/2022 - 04/21/2023

VELOX CLEARING LLC (MIAMI FL)

CA

01/13/2014 - 01/14/2016

WELLS FARGO ADVISORS, LLC (WOODLAND HILLS CA)

CA

09/22/2008 - 09/13/2011

UBS FINANCIAL SERVICES INC. (BEVERLY HILLS CA)

CA

05/17/2006 - 09/09/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CENTURY CITY CA)

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Licenses & Designations

BC

Issued 05/24/2024

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 07/31/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/21/2022

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Meg Gomez.
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