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 registered representative with T. Rowe Price Associates, Inc., located in Arlington Heights, Illinois. Carlos has been in the financial services industry since 2006. Carlos is registered in 53 states and the District of Columbia for broker-dealer activities and in 2 states for investment advisor activities. The investment advisor activities Carlos is registered for include portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Carlos has also previously been registered with Claymore Securities, Inc., Advisors Asset Management, Inc., and Ameriprise Financial Services, Inc.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
09/29/2021 - Present
T. Rowe Price Associates, Inc. (Arlington Heights IL)
IL
05/26/2009 - 08/20/2021
ADVISORS ASSET MANAGEMENT, INC. (LISLE IL)
IL
03/19/2007 - 05/20/2009
CLAYMORE SECURITIES, INC. (CHICAGO IL)
IL
04/12/2006 - 03/14/2007
AMERIPRISE FINANCIAL SERVICES, INC. (LOMBARD IL)
BOTH
Issued 06/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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