Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antonio? Claim Your ProfileAntonio Omar Gonzalez davila is an investment advisor representative with Cetera Investment Advisers LLC, located in San Juan, Puerto Rico. Antonio has been in the securities industry since March 18, 1996. Antonio has a broad range of experience, having previously worked with Walnut Street Securities, Inc., Wells Fargo Advisors, LLC, UBS Financial Services Inc., and others. Antonio is registered with the state of Florida, Puerto Rico and holds a Series 6, Series 7 and SIE license. In addition to providing investment advisory services, Antonio is also a licensed insurance agent for various companies and sells fixed annuities and life insurance. Antonio specializes in a variety of financial areas including individual and business portfolio management, retirement planning, and educational seminars.
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.
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.
1
2
PR
06/29/2023 - Present
Cetera Investment Advisers LLC (SAN JUAN PR)
PR
06/10/2013 - 09/03/2013
WALNUT STREET SECURITIES, INC. (SAN JUAN PR)
PR
05/01/2009 - 09/15/2011
WELLS FARGO ADVISORS, LLC (GUAYNABO PR)
PR
09/18/2002 - 05/20/2009
UBS FINANCIAL SERVICES INC. (GUAYNABO PR)
PR
09/18/2002 - 05/20/2009
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO (GUAYNABO PR)
NY
07/16/1999 - 09/27/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
PR
02/27/1995 - 10/22/1999
CITICORP FINANCIAL SERVICES CORPORATION (SAN JUAN PR)
PR
02/27/1995 - 08/08/1995
CITICORP FINANCIAL SERVICES CORPORATION (SAN JUAN PR)
MA
06/20/1994 - 02/21/1995
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 07/08/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/04/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Antonio Gonzalez davila is the right advisor for you? Invested Better is here to help.
