Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abraham? Claim Your ProfileAbraham Gonzalez is a financial advisor with over 16 years of experience in the industry. Abraham is registered with Steward Partners Investment Advisory, LLC and has a Series 66 and Series 63 license. Abraham has experience with LPL Financial LLC, Vanguard Marketing Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., and E*TRADE Securities LLC. Abraham specializes in providing financial consulting, financial planning, pension consulting, and portfolio management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NC
01/11/2024 - Present
Steward Partners Investment Advisory, LLC (MATTHEWS NC)
SC
08/15/2013 - 12/18/2023
LPL FINANCIAL LLC (FORT MILL SC)
NC
07/23/2012 - 08/15/2013
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
NC
10/23/2009 - 04/14/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
12/18/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
08/18/2006 - 11/14/2007
E*TRADE SECURITIES LLC (CHARLOTTE NC)
BOTH
Issued 08/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/22/2014
Series 4 - Registered Options Principal Examination
BC
Issued 08/27/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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