Unclaimed
Edgar Gonzalez is a financial advisor with over 15 years of experience. Edgar is currently registered with Tradeweb Direct LLC, a broker-dealer. Previously, Edgar was registered with LPL Financial Corporation. Edgar has experience with several different types of financial products. Edgar is also a Series 7, Series 63 and SIE licensed professional. Edgar has a long history of serving clients in California and New York.
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.
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2
NJ
07/14/2008 - Present
Tradeweb Direct LLC (JERSEY CITY NJ)
CA
11/13/2007 - 07/09/2008
LPL FINANCIAL CORPORATION (SAN DIEGO CA)
BC
Issued 08/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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