Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adrian? Claim Your ProfileAdrian Gonzalez is a financial professional with over 13 years of experience in the financial services industry. Adrian is currently registered with MMA Securities LLC in Conshohocken, PA and New Jersey. Adrian has held previous roles with TD PRIVATE CLIENT WEALTH LLC in Marlton, NJ, J.P. MORGAN CLEARING CORP. in Brooklyn, NY, and J.P. MORGAN SECURITIES LLC in New York, NY. Adrian is a Series 7, Series 24, Series 66, and Series 99TO licensed professional. Adrian is also registered as an investment advisor representative in New Jersey and Pennsylvania. Adrian specializes in working with retirement plan participants, pension consulting, and educational seminars.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Advisory services to retirement plan participants
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.
Earned based on transactions or products sold.
Based on assets under advisement or per capita
1
2
PA
05/23/2024 - Present
MMA Securities LLC (Conshohocken PA)
NJ
08/04/2014 - 05/24/2024
TD PRIVATE CLIENT WEALTH LLC (Marlton NJ)
NY
06/17/2014 - 08/13/2014
J.P. MORGAN CLEARING CORP. (BROOKLYN NY)
NY
11/22/2010 - 06/17/2014
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BOTH
Issued 09/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Adrian Gonzalez is the right advisor for you? Invested Better is here to help.
