Valerie
Gomes
Transamerica Financial Advisors, Inc
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About this Advisor
Valerie Gomes is a financial advisor based in Fort Myers, Florida, working with Transamerica Financial Advisors, Inc. Valerie has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Phibro Trading LLC, and Tampa Bay Research Institute - Science Alliance Volunteer Commit. Valerie has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Valerie is part of Transamerica Financial Advisors, Inc, which operates out of Fort Myers, Florida. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,619,430,178
1,127
45,001
$35,987
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Valerie Gomes Work History
Transamerica Financial Advisors, Inc
Tampa Bay Research Institute - Science Alliance Volunteer Commit
World Financial Group, Inc
Phibro Trading LLC
Disclosures
Please visit the SEC profile of Valerie Gomes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Transamerica Financial Advisors, Inc
New York, NY
Houston, TX
West Covina, CA
Englewood, CO
Port Jefferson Station, NY
San Antonio, TX
Cedar Rapids, IA
Ontario, CA
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