Unclaimed
Ryan Andrew Gomez is a financial professional with over two years of experience in the financial services industry. Ryan is a registered representative with Equitable Advisors, LLC, a leading financial services firm, and holds the Series 63, SIE, and Series 6TO licenses. Ryan has previously worked with Allstate Financial Services, LLC, demonstrating their versatility and commitment to serving clients' financial needs. Ryan is dedicated to providing comprehensive financial planning and investment guidance to individuals and families in Connecticut and surrounding areas.
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
CT
01/06/2022 - Present
Equitable Advisors, LLC (PLANTSVILLE CT)
CT
10/09/2019 - 08/17/2021
ALLSTATE FINANCIAL SERVICES, LLC (West Hartford CT)
BC
Issued 11/27/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2019
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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