Unclaimed
Rebecca Rene Gomez is a registered investment advisor representative with Blackrock Investment Management, LLC. Rebecca has been in the financial services industry since January 19, 2020. She has passed the Series 66, Series 7TO, and SIE exams. Rebecca specializes in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. She has worked at Fidelity Investments and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
Strategic management for diversified investment portfolios.
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
NJ
09/08/2022 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
NJ
06/10/2021 - 07/26/2022
FIDELITY BROKERAGE SERVICES LLC (SHREWSBURY NJ)
NJ
12/12/2019 - 06/04/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 02/13/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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