Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Minnella gonzalez is a financial professional with over 20 years of experience in the industry. She has a strong track record of success in providing investment advice and portfolio management services to a diverse range of clients, including high-net-worth individuals, corporations, and institutional investors. Elizabeth is currently a registered representative with Citigroup Global Markets Inc. She is a licensed securities professional with a Series 7, Series 24, Series 63, Series 79, and SIE license, and holds several state registrations. Previously, Elizabeth worked for CITICORP INVESTMENT SERVICES and CITICORP SECURITIES, INC. Elizabeth is committed to providing her clients with personalized financial solutions tailored to their individual needs and goals.
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.
Asset allocation advice
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
IL
05/31/2010 - Present
Citigroup Global Markets Inc. (CHICAGO IL)
IL
02/19/2004 - 02/26/2007
CITICORP INVESTMENT SERVICES (CHICAGO IL)
NY
12/18/1998 - 01/26/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/27/1997 - 12/18/1998
CITICORP SECURITIES, INC. (NEW YORK NY)
BC
Issued 03/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2010
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/26/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Elizabeth Minnella gonzalez is the right advisor for you? Invested Better is here to help.
