Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eddie? Claim Your ProfileEddie Gonzalez is a financial professional with over 14 years of experience in the industry. Eddie has a diverse background, having worked with several prominent firms including Charles Schwab & Co., Inc., Wells Fargo Clearing Services, LLC, and Chase Investment Services Corp. Eddie is currently registered with Pershing LLC and Pershing Advisor Solutions LLC. Eddie holds several industry licenses and certifications, including Series 7, 9, 10, 52TO, 63 and 65. Eddie is dedicated to providing clients with personalized financial advice and guidance.
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.
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.
1
2
FL
11/17/2021 - Present
Pershing LLC (LAKE MARY FL)
CO
08/08/2018 - 03/03/2021
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
CO
06/12/2013 - 04/11/2018
WELLS FARGO CLEARING SERVICES, LLC (CENTENNIAL CO)
NY
08/30/2010 - 02/14/2012
CHASE INVESTMENT SERVICES CORP. (MOUNT KISCO NY)
CO
03/09/2007 - 07/16/2010
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
IA
Issued 09/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/10/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/27/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
MIAX Sapphire
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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