Lisette Gomez, financial advisor Seal Beach CA
89 score

Lisette Gomez

CRD Number: 6126263
Current Firm: Ubs Financial Services Inc.

Lisette Gomez (CRD# 6126263) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Seal Beach, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Long Beach, CA Aug 2013 - Current 3
Ohcal Foods LLC Woodland Hills, CA Jun 2013 - Jul 2013 < 1
Ubs Long Beach, CA Oct 2012 - May 2013 < 1
Bamboo Teri House Long Beach, CA Aug 2012 - May 2013 < 1
California State University Of Long Beach Long Beach, CA Aug 2009 - May 2013 3
Select Staffing Ranch Dominguez, CA Sep 2011 - Aug 2012 < 1
Beme Boutique Long Beach, CA May 2011 - Sep 2011 < 1
Marshalls Long Beach, CA Dec 2010 - Sep 2011 < 1
Conservation Corps Of Long Beach Long Beach, CA Dec 2009 - Dec 2010 1
Robert A. Millikan High School Long Beach, CA Sep 2005 - Jun 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Lisette Gomez
Phone Number: 201-352-3000
Registered State(s):
  • CA
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

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
89
Clean Record
This advisor has a clean track record with regulators.

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