Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Gonzalez is a financial advisor with First Command Advisory Services, a firm with over $10 billion in assets under management. Daniel has been in the industry for over 7 years and holds the Series 7, 24, and 66 licenses. Daniel specializes in providing financial planning and portfolio management services to individuals. Daniel is registered with the state of Texas as an Investment Advisor Representative and as a Registered Representative.
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.
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.
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2
TX
04/05/2017 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 04/04/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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