Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfredo? Claim Your ProfileAlfredo Gonzalez is a registered representative and investment advisor representative with Wealth Intelligence, LLC in Columbus, GA. Alfredo has been in the financial services industry since June 2022. Alfredo has a Series 66, Series 7TO, and SIE. Alfredo provides financial planning and portfolio management services to individuals and high-net-worth individuals. Alfredo also offers educational seminars and publishes periodicals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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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GA
12/05/2024 - Present
Wealth Intelligence, LLC (COLUMBUS GA)
BOTH
Issued 07/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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