Unclaimed
Rodolfo Gomez is a financial advisor with over 35 years of experience in the industry. He is currently registered with Thrivent Investment Management Inc. as a Registered Representative and Investment Adviser Representative. He is also a licensed broker-dealer in Colorado and Texas. He is available to provide investment advice to a variety of clients including individuals, families, businesses and churches. Rodolfo specializes in financial planning and portfolio management. He has a strong understanding of the financial markets and is committed to helping his clients 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.
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
CO
08/12/2024 - Present
Thrivent Investment Management Inc. (Lakewood CO)
NA
11/30/1988 - 08/25/1992
METLIFE SECURITIES INC.
NA
11/30/1988 - 08/25/1992
METROPOLITAN LIFE INSURANCE COMPANY
BOTH
Issued 05/23/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/06/2024
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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