Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antonio? Claim Your ProfileAntonio Gonzalez is a financial advisor with over 20 years of experience in the industry. Currently, Antonio is registered with Great Wealth Investments, a firm based in Coral Gables, Florida, as well as with offices in Whitestone, New York. Antonio has held previous positions with firms such as APEX Clearing Corporation, Penson Financial Services, Inc., and Ridge Clearing & Outsourcing Solutions, Inc. Antonio is licensed to provide advisory services in both Florida and New York and offers financial planning, portfolio management for individuals and businesses, and other advisory services.
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.
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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NY
03/23/2022 - Present
Great Wealth Investments (Whitestone NY)
TX
06/18/2012 - 12/10/2021
APEX CLEARING CORPORATION (DALLAS TX)
TX
07/02/2010 - 08/01/2012
PENSON FINANCIAL SERVICES, INC. (DALLAS TX)
NJ
10/09/2002 - 07/01/2010
RIDGE CLEARING & OUTSOURCING SOLUTIONS, INC. (JERSEY CITY NJ)
NY
12/01/2000 - 10/03/2002
QUICK & REILLY, INC. (NEW YORK NY)
NY
06/24/1999 - 09/19/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
05/26/1998 - 09/18/1998
DALTON KENT SECURITIES GROUP, INC. (NEW YORK NY)
NY
04/15/1998 - 04/30/1998
IAR SECURITIES CORP. (NEW YORK NY)
IA
Issued 03/19/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/15/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/13/2001
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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