Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eduardo? Claim Your ProfileEduardo Roberto Gonzalez Jr. is a financial advisor with Wells Fargo Clearing Services, LLC. Eduardo is a registered representative with both Series 63 and Series 65 licenses, as well as the Series 7 and SIE exams. Eduardo has been in the financial services industry since 2002 and previously worked with J.P. Morgan Securities LLC, Wells Fargo Advisors, LLC and Chase Investment Services Corp. Eduardo is based in Miami, FL and can provide investment advice to individuals, businesses, and institutions. He specializes in financial planning, portfolio management, and selection of other advisors.
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.
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.
Investment consulting services to institutional clients
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.
1
2
FL
08/25/2022 - Present
Wells Fargo Clearing Services, LLC (MIAMI FL)
FL
07/08/2013 - 08/25/2022
J.P. MORGAN SECURITIES LLC (SURFSIDE FL)
FL
06/21/2012 - 07/01/2013
WELLS FARGO ADVISORS, LLC (WESTON FL)
FL
04/07/2010 - 04/25/2012
CHASE INVESTMENT SERVICES CORP. (DAVIE FL)
FL
01/01/2008 - 03/08/2010
WELLS FARGO ADVISORS, LLC (CORAL GABLES FL)
FL
01/17/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CORAL GABLES FL)
NJ
07/30/2001 - 08/14/2001
THE CONCORD EQUITY GROUP, LLC (ISELIN NJ)
IA
Issued 05/01/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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