Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brisa? Claim Your ProfileBrisa Gonzales is an investment advisor representative registered with Momentum Independent Network Inc., based in San Antonio, TX. Brisa Gonzales has been active in the financial services industry since 2023 and holds Series 7, Series 66 and SIE licenses. Brisa Gonzales has registered as an Investment Advisor Representative in 15 states. Brisa Gonzales's specializations include mutual funds, variable annuities, fixed annuities, insurance and retirement planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
TX
01/27/2025 - Present
Momentum Independent Network Inc. (San Antonio TX)
BOTH
Issued 04/04/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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