Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sydney? Claim Your ProfileSydney Gomez is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Orlando, Florida. Sydney has been in the financial services industry since 1998, and has a strong record of helping clients achieve their financial goals. Sydney holds the Series 6, 7, and 63 licenses. Sydney is also registered as an investment advisor representative in Florida and Texas. Sydney specializes in providing financial planning, portfolio management, and other investment-related services to individuals, families, and businesses.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
08/05/2022 - Present
Raymond James Financial Services Advisors, Inc. (ORLANDO FL)
FL
01/12/2001 - 05/01/2006
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
06/08/1998 - 12/18/2000
INVESTACORP, INC. (MIAMI FL)
BC
Issued 05/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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