Unclaimed
Emanuel Marquez Gonzalez is a financial advisor with over 11 years of experience in the financial services industry. Emanuel is a registered representative and investment advisor representative and holds the Series 66, Series 7 and SIE licenses. Emanuel currently works at Sagespring Wealth Partners, where he provides financial planning and portfolio management services to individuals and families. Emanuel has a strong track record of success in helping clients achieve their financial goals. Emanuel is also a registered investment advisor representative in Louisiana and Texas. In addition to his work at Sagespring Wealth Partners, Emanuel also works as an agent for Vanbridge, where he provides non-variable insurance services.
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.
Personalized portfolio management to meet individual financial objectives.
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
TN
09/28/2016 - Present
Sagespring Wealth Partners (FRANKLIN TN)
BOTH
Issued 06/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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