Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Gamez is a financial advisor with LPL Financial LLC. Thomas has been in the financial services industry since 1996 and has a Series 7, Series 63, and SIE license. Thomas is a Certified Financial Planner and has a history of providing financial advice to clients of all types, including individuals, corporations, and charitable organizations. Thomas has experience in various financial planning areas, including investment management, retirement planning, and insurance.
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.
Consulting and other non-discretionary advisory services
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.
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TX
08/01/2005 - Present
LPL Financial LLC (HURST TX)
MN
08/21/1996 - 08/01/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/21/1996 - 08/01/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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