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Nathan Gomes

Truist Investment Services, Inc.

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About Nathan Gomes

Nathan Gomes is a financial advisor with Truist Investment Services, Inc. Nathan has been in the financial industry for over 1 year. Nathan holds the Series 7TO, Series 63, and SIE licenses. Nathan is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in 53 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Nathan's previous employer was Charles Schwab & Co., Inc.. Nathan has experience in providing financial advice to individual investors.

Firm Information

Nathan Gomes is currently registered with Truist Investment Services, Inc.. Truist Investment Services, Inc. is a corporation formed on November 27, 1985. It is registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

162

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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Nathan Gomes’s Registration & Firm History

FL

08/26/2024 - Present

Truist Investment Services, Inc. (ORLANDO FL)

FL

04/15/2023 - 05/02/2024

CHARLES SCHWAB & CO., INC. (Orlando FL)

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Licenses & Designations

BC

Issued 04/25/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/14/2023

Series 7TO - General Securities Representative Examination

BC

Issued 02/14/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nathan Gomes.
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