Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Nicolas Gonzaga is a financial advisor currently working for World Investment Advisors, LLC. He has over 16 years of experience in the financial services industry and has held positions at various firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley & Co. Incorporated, UBS Financial Services Inc., and Edward Jones. David is a registered representative in Texas and holds the Series 6, 7, 63, and 65 licenses. David specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. He also offers educational seminars to clients.
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.
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
06/24/2024 - Present
World Investment Advisors, LLC (Austin TX)
TX
02/21/2023 - 05/06/2024
ROCKET DOLLAR CAPITAL, LLC (AUSTIN TX)
MO
08/09/2021 - 10/12/2021
EDWARD JONES (ST. LOUIS MO)
TX
03/30/2017 - 07/23/2021
KESTRA INVESTMENT SERVICES, LLC (HOUSTON TX)
TX
01/07/2014 - 11/01/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (AUSTIN TX)
TX
10/22/2008 - 01/03/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
TX
07/24/2008 - 10/16/2008
MORGAN STANLEY & CO. INCORPORATED (AUSTIN TX)
TX
03/20/2007 - 07/24/2008
UBS FINANCIAL SERVICES INC. (AUSTIN TX)
CA
05/22/2006 - 11/27/2006
AIG SUNAMERICA CAPITAL SERVICES, INC. (WOODLAND HILLS CA)
IA
Issued 06/24/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/19/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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