Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tomasz? Claim Your ProfileTomasz Gogola is a financial advisor who is currently registered with Aaron Wealth Advisors. Tomasz has been in the industry since 2016. Prior to joining Aaron Wealth Advisors, Tomasz was a financial advisor at Equitable Advisors, LLC in Oak Brook, IL and LBMZ Securities, Inc. in Chicago, IL. Tomasz holds the Series 63, 66 and 7 licenses and is also a Chartered Financial Analyst. Tomasz has a strong track record of providing financial advice to a variety of clients, including high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Tomasz is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
Financial consulting
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
IL
06/19/2023 - Present
Aaron Wealth Advisors (CHICAGO IL)
IL
10/02/2018 - 02/17/2022
EQUITABLE ADVISORS, LLC (OAK BROOK IL)
IL
06/30/2016 - 10/01/2018
LBMZ SECURITIES, INC. (CHICAGO IL)
BOTH
Issued 10/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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