Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olivio? Claim Your ProfileOlivio Reyes Gomez is a financial advisor with over 15 years of experience in the financial industry. Olivio has a Series 63, Series 66 and Series 7 license. Olivio is registered to provide investment advice in California and currently works with Clarity Capital Partners. Olivio has previous experience with WestPark Capital, Inc., Niagara International Capital Limited, and Edward Jones. Olivio focuses on individual investors, high-net-worth individuals, corporations and other businesses, pooled investment vehicles, and pension and profit-sharing plans.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
01/01/2025 - Present
Clarity Capital Partners (NEWPORT BEACH CA)
CA
11/22/2017 - 11/02/2020
WESTPARK CAPITAL, INC. (Newport Beach, CA 92660 CA)
CA
04/29/2014 - 12/12/2017
NIAGARA INTERNATIONAL CAPITAL LIMITED (NEWPORT BEACH CA)
CA
08/08/2006 - 01/04/2011
EDWARD JONES (LADERA RANCH CA)
BC
Issued 07/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Olivio Gomez is the right advisor for you? Invested Better is here to help.
