Unclaimed
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.
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
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)
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
Active
Inactive
F
FINRA
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