Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Edward Gonzalez is a financial advisor with MML Investors Services, LLC. David has been in the industry since 2003. David has a combined total of 14 years of experience. David is licensed in 14 states and is currently registered with MML Investors Services, LLC. David holds a Series 66, SIE, and Series 7 license. David's other business affiliations include First Command Financial Planning, Inc. and First Command Insurance Services, Inc. David specializes in financial planning, pension consulting, educational seminars, and asset allocation programs.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CA
02/05/2020 - Present
MML Investors Services, LLC (SACRAMENTO CA)
CA
08/12/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SACRAMENTO CA)
CA
02/20/2013 - 08/05/2015
FIRST COMMAND FINANCIAL PLANNING, INC. (SACRAMENTO CA)
CA
12/07/1999 - 09/21/2009
NEW ENGLAND SECURITIES (SACRAMENTO CA)
BOTH
Issued 01/17/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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