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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donalee? Claim Your ProfileDonalee Gonzales is a financial advisor at LPL Financial LLC, with over 15 years of experience in the financial services industry. Donalee is a Certified Financial Planner™ professional and holds the Series 7, Series 9, Series 10, and Series 66 licenses. Donalee has served clients in several states, including Texas, California and many others. Donalee previously worked with D.A. Davidson & Co., Crowell Weedon & Co., and Wedbush Morgan Securities Inc. Donalee is a registered representative with LPL Financial LLC and an Investment Advisor Representative with Mountain View Financial Group.
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.
Consulting and other non-discretionary advisory services
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.
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2
TX
05/28/2015 - Present
LPL Financial LLC (FLOWER MOUND TX)
CA
11/25/2013 - 06/24/2014
D.A. DAVIDSON & CO. (SAN DIEGO CA)
CA
11/04/2013 - 11/25/2013
CROWELL WEEDON & CO. (SAN DIEGO CA)
CA
10/16/2009 - 11/04/2013
CROWELL, WEEDON & CO. (SAN DIEGO CA)
CA
10/15/2008 - 11/13/2009
WEDBUSH MORGAN SECURITIES INC. (SAN DIEGO CA)
BOTH
Issued 05/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/08/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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