Marcelo Gomez is a CFP-designated registered investment advisor, based in Houston, TX, with 11 years of industry experience.
Location
5075 Westheimer, Suite 975W, Houston, TX, 77056
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Regulatory History (1)
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Customer Dispute
April 2020Denied
Other Business ActivitiesSells Insurance
Marcelo is a co-founder/advisor for Zafe, an insurance deductible financing company, dedicating a few hours per week. He is also a limited partner in Mayfer LLC and a member/stockholder in Lurra Investments LLC, both real estate related ventures.
Employment History
Current Registrations
Banorte Asset Management, INC.
August 2023 - Present · 2 yrs 8 mos
Banorte Securities International, LTD.Broker
August 2023 - Present · 2 yrs 8 mos
Previous Registrations
Truist Advisory Services, INC.
September 2022 - July 2023 · 10 mos
Truist Investment Services, INC.Broker
September 2022 - July 2023 · 10 mos
Alterna Wealth Management, INC.
May 2015 - September 2022 · 7 yrs 4 mos
Alterna Securities, INC.Broker
March 2015 - September 2022 · 7 yrs 6 mos
State Registrations4 states
ALCAFLTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.