Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edgar? Claim Your ProfileEdgar Jet Gonzalez is a financial advisor with LPL Financial LLC based in Redlands, California. Edgar is registered in California as a Registered Representative and Investment Advisor Representative. Edgar has been in the industry for 2 years and holds licenses Series 66, Series 7TO and SIE. Edgar has a strong background in financial services and is committed to providing personalized advice and guidance to clients. Edgar's experience includes working with clients on a variety of financial planning needs, including retirement planning, college savings, and estate planning.
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
CA
12/19/2023 - Present
LPL Financial LLC (REDLANDS CA)
BOTH
Issued 12/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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