Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pierre? Claim Your ProfilePierre Mario Gomez is a financial consultant with Florida Financial Advisors, LLC, an investment advisory firm based in Tampa, Florida. Pierre is registered as an investment advisor in both Florida and Virginia. Pierre is also a Registered Representative in Virginia. He holds the Series 63, 65, 6TO and SIE licenses. Pierre has over 4 years of experience in the financial services industry and has a strong track record of success in helping clients achieve their financial goals. Pierre works with individuals and businesses to develop personalized financial plans. His services include: * Financial Planning * Portfolio Management * Retirement Planning * College Savings Planning * Estate Planning * Insurance Planning Pierre is committed to providing his clients with the highest level of service and expertise. He is also a strong advocate for financial literacy and education. He is passionate about helping people understand their finances and make informed decisions about their money.
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.
2% of net worth or assets for financial planning clients
1
2
VA
06/20/2023 - Present
Florida Financial Advisors, LLC (Vienna VA)
BC
Issued 03/19/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/06/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Pierre Gomez is the right advisor for you? Invested Better is here to help.
