Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Gonzalez is a financial advisor at Raymond James Financial Services Advisors, Inc. Carlos has been in the financial services industry since 2004. He is registered with the Securities and Exchange Commission (SEC) and is a registered representative with FINRA. Carlos has a Series 7 and Series 66 license and a SIE designation. He is also a licensed investment advisor in Florida and Texas. Carlos provides financial advice to individuals, families, and businesses. He specializes in retirement planning, investment management, and insurance 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
12/08/2022 - Present
Raymond James Financial Services Advisors, Inc. (Miami FL)
FL
10/28/2004 - 02/19/2016
WELLS FARGO ADVISORS, LLC (MIAMI FL)
BOTH
Issued 09/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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