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DG

Danilo J. Gomez

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CRD#: 5190791
DG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Danilo Jose Gomez was a registered financial professional .

Danilo is a previously registered financial professional and started their career in finance in 2006. Danilo had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 4, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 14, 2014 - August 1, 2016

GLOBAL INVESTMENT ADVISORS, LLC

RIA
CRD#: 121442
TOPSFIELD, MA
Past

October 15, 2014 - August 1, 2016

ESSEX SECURITIES LLC

BD
CRD#: 46605
Danvers, MA
Past

September 26, 2012 - October 9, 2014

SANTANDER SECURITIES LLC

RIA
CRD#: 41791
DORCHESTER, MA
Past

September 19, 2012 - October 9, 2014

SANTANDER SECURITIES LLC

BD
CRD#: 41791
DORCHESTER, MA
Past

November 15, 2011 - September 19, 2012

LPL FINANCIAL LLC

RIA
CRD#: 6413
BOSTON, MA
Past

September 15, 2011 - September 19, 2012

LPL FINANCIAL LLC

BD
CRD#: 6413
BOSTON, MA
Past

October 23, 2009 - July 22, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
BURLINGTON, MA
Past

November 29, 2007 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BURLINGTON, MA
Past

October 5, 2006 - April 9, 2007

NYLIFE SECURITIES LLC

BD
CRD#: 5167
WALTHAM, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 11/14/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


GI
GLOBAL INVESTMENT ADVISORS, LLC
GLOBAL INVESTMENT ADVISORS, LLC

CRD#: 121442 / SEC#:

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Contact information


Main Address
Miami Beach, FL
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GLOBAL INVESTMENT ADVISORS, LLC

CRD#: 121442

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