Invested Better
Unclaimed

Unclaimed

Unclaimed

Edgar Anthony Gonzalez

Valmark Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Edgar? Claim Your Profile

About Edgar Anthony Gonzalez

Edgar Anthony Gonzalez is a financial advisor registered with Valmark Securities, Inc. in Austin, Texas. Edgar has been in the industry since July 20, 2019, and is currently licensed in Texas. Edgar's professional certifications include Series 63, Series 6TO, and SIE. Edgar holds a Bachelor of Science degree in Business Administration from the University of Texas at Austin. Prior to joining Valmark Securities, Inc., Edgar worked as a financial advisor for Lincoln Investment in Austin, Texas and Northwestern Mutual Investment Services, LLC in San Antonio, Texas.

Firm Information

Edgar Gonzalez is currently registered with Valmark Securities, Inc.. Valmark Securities, Inc. is a Corporation that was formed on December 8, 1992. It is registered in 51 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

111

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Edgar Gonzalez’s Registration & Firm History

TX

09/23/2021 - Present

Valmark Securities, Inc. (Austin TX)

TX

03/18/2021 - 09/24/2021

LINCOLN INVESTMENT (AUSTIN TX)

TX

07/19/2019 - 03/15/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAN ANTONIO TX)

Not sure if Edgar Anthony Gonzalez is right for you?

Licenses & Designations

BC

Issued 10/25/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/19/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/21/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edgar Anthony Gonzalez.
Not sure if Edgar Anthony Gonzalez is right for you?