Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Vela Gonzales is a financial advisor with over 25 years of experience in the financial services industry. Edward is currently registered with Charles Schwab & CO., Inc. in Lone Tree, Colorado, and has held previous roles with USAA Financial Advisors, Inc., H&R Block Financial Advisors, Inc., Edward Jones, Dean Witter Reynolds Inc., and The Equitable Life Assurance Society of the United States. Edward is a Certified Financial Planner and holds Series 6, 7, 31, and 63 securities licenses. Edward specializes in providing financial planning and investment management services to individuals.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
05/28/2020 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
TX
10/05/2005 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
MI
06/27/2003 - 09/13/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MO
03/07/1996 - 06/30/2003
EDWARD JONES (ST. LOUIS MO)
NY
01/23/1995 - 06/25/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
06/08/1994 - 10/25/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
06/08/1994 - 10/25/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 02/22/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 02/03/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/07/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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