Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Athally? Claim Your ProfileAthally Gonzalez gomez is a registered representative with U.S. Bancorp Investments, Inc. Athally has been working in the financial services industry since 2023. Athally is licensed to sell securities in the state of Washington. Athally is a Series 63 and Series 6TO licensed representative, specializing in retirement, mutual funds, variable annuities, and other investment products. Athally is located in Yakima, WA.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
WA
11/10/2023 - Present
U.s. Bancorp Investments, Inc. (Yakima WA)
WA
05/22/2023 - 10/25/2023
J.P. MORGAN SECURITIES LLC (GRANDVIEW WA)
BC
Issued 04/04/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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