Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia A. Gomes is a financial professional with experience in the financial services industry. Patricia has been registered with the Securities and Exchange Commission since October 18, 2018, and holds licenses for both securities and investment advisory services. Patricia is currently employed with Cetera Investment Advisers LLC and previously worked with Fifth Third Securities, Inc. Patricia has experience in various financial areas, including investment advisory services and financial 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
FL
08/03/2023 - Present
Cetera Investment Advisers LLC (NAPLES FL)
FL
10/18/2018 - 07/25/2023
FIFTH THIRD SECURITIES, INC. (FORT MYERS FL)
IA
Issued 12/4/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/2/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/4/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Patricia Gomes is the right advisor for you? Invested Better is here to help.
