Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Gomez is a financial advisor with over 15 years of experience in the financial services industry. Patricia is registered with Ameriprise Financial Services, LLC and holds Series 6, 7, 63, and 65 licenses. Patricia's previous employment includes roles with Edward Jones, LPL Financial LLC, MML Investors Services, LLC, WAMU Investments, Inc., and Compass Brokerage, Inc. Patricia offers financial planning, portfolio management, and asset allocation services to individuals, families, and businesses. Patricia is also a director of education for Gomez, an organization focused on education. Patricia has a passion for helping people achieve their financial goals.
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.
Asset allocation services
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
TX
12/01/2021 - Present
Ameriprise Financial Services, LLC (Rowlett TX)
TX
08/06/2018 - 12/03/2021
LPL FINANCIAL LLC (ROWLETT TX)
TX
11/11/2013 - 08/09/2018
EDWARD JONES (GARLAND TX)
TX
09/03/2010 - 11/13/2013
MML INVESTORS SERVICES, LLC (ADDISON TX)
CA
07/23/2008 - 03/03/2009
WAMU INVESTMENTS, INC. (IRVINE CA)
TX
10/01/2007 - 06/26/2008
COMPASS BROKERAGE, INC. (FORT WORTH TX)
TX
01/31/2007 - 08/24/2007
CHASE INVESTMENT SERVICES CORP. (ARLINGTON TX)
IL
07/06/2005 - 12/01/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
03/15/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NJ
06/10/2004 - 02/01/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
CA
03/12/2004 - 07/07/2004
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
IA
Issued 07/28/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/11/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Patricia Gomez is the right advisor for you? Invested Better is here to help.
