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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Andres Gomez-moller is a registered investment advisor representative with UBS Financial Services Inc. William has been in the industry since 2012. William has a Series 66, Series 7, Series 31, and Series 56 license. William is registered with FINRA and is currently licensed in Florida, New Jersey, and Texas. William has experience working with PEAK6 PERFORMANCE MANAGEMENT LLC and PEAK6 CAPITAL MANAGEMENT LLC. William's office is located at 550 BILTMORE WAY, 7TH, 9TH & 10TH FLOOR, CORAL GABLES, FL 33134.
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.
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.
See schedule d - miscellaneous
1
2
FL
08/08/2016 - Present
UBS Financial Services Inc. (CORAL GABLES FL)
IL
09/18/2012 - 06/26/2014
PEAK6 PERFORMANCE MANAGEMENT LLC (CHICAGO IL)
IL
07/20/2012 - 09/10/2012
PEAK6 CAPITAL MANAGEMENT LLC (CHICAGO IL)
BOTH
Issued 02/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2016
Series 31 - Futures Managed Funds Examination
BC
Issued 08/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/19/2012
Series 56 - Proprietary Trader Qualification Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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