Unclaimed
Eduardo Ariel Gonzalez is a financial advisor with over 10 years of experience in the financial services industry. Eduardo is a CERTIFIED FINANCIAL PLANNER™ professional. Eduardo is currently registered with Mariner Wealth Advisors. Eduardo has previously been affiliated with Merrill Lynch, Pierce, Fenner & Smith Incorporated, SunTrust Investment Services, Inc., J.P. Morgan Securities LLC, and Chase Investment Services Corp. Eduardo is a Series 6, 7, 9, 10, 66, and SIE licensed professional.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
1
2
FL
07/12/2021 - Present
Mariner Wealth (CORAL GABLES FL)
FL
07/23/2019 - 06/21/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BAY HARBOR ISLANDS FL)
FL
12/07/2017 - 01/14/2019
SUNTRUST INVESTMENT SERVICES, INC. (CORAL GABLES FL)
FL
07/24/2013 - 12/01/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI BEACH FL)
FL
10/01/2012 - 07/17/2013
J.P. MORGAN SECURITIES LLC (MIAMI FL)
FL
05/13/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MIAMI FL)
BOTH
Issued 07/31/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/05/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/12/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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