Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Anthony Gonzalez is a financial advisor working with Wells Fargo Clearing Services, LLC. David is a registered representative with the firm since January 2011. David has been in the industry since August 2007. David has been working with Wells Fargo Advisors LLC since January 2011. David has also been working with Wells Fargo Bank NA since June 2006. David holds a Series 7, 66 and SIE licenses. David has been active as a broker for 16 years and has experience in working with high-net-worth individuals, charitable organizations, corporations or other businesses, pension and profit-sharing plans, individuals other than high-net-worth, and banking or thrift institutions.
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.
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.
Investment consulting services to institutional clients
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.
1
2
UT
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (SALT LAKE CITY UT)
UT
08/16/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (ST. GEORGE UT)
BOTH
Issued 08/31/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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