Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Demel? Claim Your ProfileDemel Gonzalez is a registered investment advisor representative with Heartwood Financial Services. Demel has been in the financial services industry since 1998. Demel has a Series 7 and Series 66 license and is a Certified Financial Planner. Demel has previously been employed with Fidelity Brokerage Services LLC. Demel primarily provides financial planning and portfolio management services to high-net-worth individuals and other individuals.
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.
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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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FL
01/06/2025 - Present
Heartwood Financial Services (SANFORD FL)
FL
08/20/1998 - 12/09/2011
FIDELITY BROKERAGE SERVICES LLC (ALTAMONTE SPRINGS FL)
BOTH
Issued 08/07/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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