Teresa Gomez, financial advisor Red Bank NJ
98 score

Teresa Gomez

CRD Number: 6100616
Current Firm: Ubs Financial Services Inc.
Compensation Model: Both

Teresa Gomez (CRD# 6100616) is an Investment Advisor Representative working at UBS Financial Services Inc. in Red Bank, NJ. Teresa has obtained the accreditation as Wealth Management Advisor and has 10 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Ubs Financial Services Inc. Red Bank, NJ Oct 2013 - Current 3
Morgan Stanley Smith Barney Philadelphia, PA Apr 2002 - Jun 2013 11
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Feb 2013
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Teresa Gomez
Phone Number:
Registered State(s):
  • NJ
  • DC
  • FL
  • DE
  • MD
  • NY
  • PA
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
98
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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