Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Gonzalez is an active investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., who has been in the industry since 1974. He is licensed in 23 states including Florida and Texas, and has experience in a variety of investment areas. Anthony has worked with Merrill Lynch for over 30 years and has held positions at Bear, Stearns & Co. and Bank of America.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
A percentage of the total value of assets under management is charged.
1
2
FL
09/07/2006 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMI FL)
NA
05/03/1983 - 07/22/1985
BEAR, STEARNS & CO.
NA
09/26/1978 - 05/31/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
08/26/1974 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 01/09/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/1979
Series 24 - General Securities Principal Examination
BC
Issued 09/27/1979
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1981
Series 5 - Interest Rate Options Examination
BC
Issued 01/17/1981
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1974
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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