Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Gomes is a financial advisor who has been in the industry since 2006. He currently works at Fermata Advisors, a firm that specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit sharing plans. Todd has a wide range of experience in the financial services industry, having previously worked at Wells Fargo Clearing Services, LLC and Citigroup Global Markets Inc. Todd has a strong understanding of the investment industry, and is committed to providing his clients with the highest level of service.
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.
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.
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2
CA
12/18/2020 - Present
Fermata Advisors (SONOMA CA)
CA
08/03/2007 - 01/15/2021
WELLS FARGO CLEARING SERVICES, LLC (SANTA ROSA CA)
CA
05/29/2007 - 07/24/2007
CITIGROUP GLOBAL MARKETS INC. (SANTA ROSA CA)
CA
05/26/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (SANTA ROSA CA)
BOTH
Issued 10/24/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/25/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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