Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Sofia Gomez is a financial professional registered with J.p. Morgan Securities LLC and holds Series 63, Series 6TO, and SIE licenses. Michelle is active in California and has been in the industry since February 2022. Michelle specializes in a variety of financial services, including investment company products, variable contracts, and retirement planning.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your 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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
02/22/2022 - Present
J.p. Morgan Securities LLC (FONTANA CA)
BC
Issued 03/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Michelle Gomez is the right advisor for you? Invested Better is here to help.
