Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sylvan? Claim Your ProfileSylvan Gomez is a financial professional with over 20 years of experience in the industry. Sylvan Gomez has a strong background in providing financial planning and investment management services to individuals, businesses, and institutions. Sylvan Gomez is currently registered with Citigroup Global Markets Inc. where they provide a variety of services, including asset allocation advice, financial planning, and portfolio management. Prior to joining Citigroup Global Markets Inc., Sylvan Gomez was a registered representative with Frost Brokerage Services, Inc. and USAA Financial Advisors, Inc., where they provided similar services. Sylvan Gomez is committed to helping clients achieve their financial goals and objectives.
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.
Asset allocation advice
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.
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2
DC
05/23/2022 - Present
Citigroup Global Markets Inc. (Washington DC)
TX
03/25/2019 - 05/06/2022
FROST BROKERAGE SERVICES, INC. (SAN ANTONIO TX)
TX
09/10/2007 - 03/27/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
07/26/2018 - 03/25/2019
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
04/24/2006 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
NY
06/16/2003 - 04/06/2006
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
GA
05/10/2001 - 08/06/2003
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 07/31/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2013
Series 4 - Registered Options Principal Examination
BC
Issued 03/12/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/21/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/09/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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