Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alwin? Claim Your ProfileAlwin F. Martinez gonzalez has been in the financial services industry since March 6, 2006. Alwin F. Martinez gonzalez is currently registered with IPI Wealth Management, Inc. as an investment advisor representative. Previously, Alwin F. Martinez gonzalez was registered with Park Avenue Securities LLC, NYLIFE Securities LLC, MML Investors Services, LLC, and AXA Advisors, LLC. Alwin F. Martinez gonzalez has passed the Series 6, Series 7TO, Series 63, and Series 66 exams. Alwin F. Martinez gonzalez specializes in providing financial planning, educational seminars, and selection of other advisors for individuals and businesses. Alwin F. Martinez gonzalez is also registered as an investment advisor representative in Florida and Puerto Rico.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
IL
02/18/2021 - Present
IPI Wealth Management, Inc. (DECATUR IL)
FL
07/18/2019 - 11/09/2020
PARK AVENUE SECURITIES LLC (LAKE MARY FL)
FL
05/03/2018 - 06/21/2019
NYLIFE SECURITIES LLC (MAITLAND FL)
PR
07/07/2011 - 02/23/2018
MML INVESTORS SERVICES, LLC (HATO REY PR)
PR
01/24/2005 - 08/27/2010
AXA ADVISORS, LLC (HATO REY PR)
BOTH
Issued 07/04/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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