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Edgar S Gonzalez

Tradeweb Direct LLC

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About Edgar S Gonzalez

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.

Firm Information

Edgar Gonzalez is currently registered with Tradeweb Direct LLC. Tradeweb Direct LLC, a Limited Liability Company, was formed on November 3, 1999 and is approved in all 50 U.S. states, Puerto Rico, and the District of Columbia. The firm has one SEC registration and 52 state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

41

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.

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Edgar Gonzalez’s Registration & Firm History

NJ

07/14/2008 - Present

Tradeweb Direct LLC (JERSEY CITY NJ)

CA

11/13/2007 - 07/09/2008

LPL FINANCIAL CORPORATION (SAN DIEGO CA)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edgar S Gonzalez.
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