Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nelson? Claim Your ProfileNelson Gomez is a financial advisor currently registered with Citigroup Global Markets Inc. Nelson Gomez's registration is active in Florida and is also active in 41 other states. Nelson Gomez is a registered representative with Citigroup Global Markets Inc. and has been in the industry for 13 years. Prior to Citigroup Global Markets Inc. Nelson Gomez was with SunTrust Investment Services, Inc.. Nelson Gomez's specializations include Financial planning, Portfolio management for individuals, Portfolio management for businesses, selection of other advisors, publication of periodicals and asset allocation advice.
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.
Asset allocation advice
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.
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2
FL
04/20/2017 - Present
Citigroup Global Markets Inc. (Boca Raton FL)
FL
12/09/2009 - 12/05/2012
SUNTRUST INVESTMENT SERVICES, INC. (PALM BEACH GARDENS FL)
IA
Issued 04/19/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/08/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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