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 27 years of experience in the financial services industry. Antonio is registered with LPL Financial LLC and has a Series 7, Series 63, and Series 65 license. Antonio has previously been registered with OSAIC WEALTH, INC. and FSC SECURITIES CORPORATION. Antonio is a registered investment advisor in Ohio and is also registered to sell securities in Florida, Georgia, Indiana, Kentucky, Ohio, Puerto Rico. Antonio specializes in providing financial planning, portfolio management, and other advisory services to individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
Consulting and other non-discretionary advisory services
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.
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2
OH
07/08/2024 - Present
LPL Financial LLC (coldwater OH)
OH
11/03/2023 - 07/23/2024
OSAIC WEALTH, INC. (COLDWATER OH)
OH
04/25/1997 - 11/03/2023
FSC SECURITIES CORPORATION (COLDWATER OH)
IA
Issued 12/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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