Unclaimed
Aida Gonzalez is a Registered Representative and Investment Advisor Representative with over 20 years of experience in the financial services industry. Aida has a strong background in providing financial planning and investment management services to individuals and businesses. Aida is currently registered with TIAA-CREF Individual & Institutional Services, LLC and has previously held positions with PNC Investments, Allstate Financial Services, LLC, Fidelity Brokerage Services LLC, Ameriprise Financial Services, Inc., and IDS Life Insurance Company.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
PA
05/28/2014 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Radnor PA)
PA
11/15/2013 - 03/07/2014
PNC INVESTMENTS (PHILADELPHIA PA)
PA
11/15/2012 - 11/04/2013
ALLSTATE FINANCIAL SERVICES, LLC (NORRISTOWN PA)
PA
10/11/2007 - 01/10/2011
FIDELITY BROKERAGE SERVICES LLC (PHILADELPHIA PA)
PA
02/02/2006 - 08/31/2007
ALLSTATE FINANCIAL SERVICES, LLC (PHILADELPHIA PA)
PA
12/16/1998 - 01/26/2006
AMERIPRISE FINANCIAL SERVICES, INC. (PHILADELPHIA PA)
MN
12/16/1998 - 01/26/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/06/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/21/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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