Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felipe? Claim Your ProfileFelipe Antonio Gonzalez is a financial professional with over 8 years of experience in the financial services industry. Felipe is currently registered with Fifth Third Securities, Inc. and is licensed in Tennessee. Felipe has a background in providing financial services to a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and retirement plans. Felipe has a strong understanding of the investment industry and is committed to providing clients with personalized financial advice and guidance. Felipe is also licensed to provide investment advisory services. Felipe has passed the Series 63, Series 65, Series 6TO and SIE examinations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee 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.
A percentage of the total value of assets under management is charged.
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TN
06/02/2023 - Present
Fifth Third Securities, Inc. (HENDERSONVILLE TN)
TN
11/10/2022 - 06/03/2023
J.P. MORGAN SECURITIES LLC (Gallatin TN)
TN
12/10/2021 - 10/17/2022
FIFTH THIRD SECURITIES, INC. (MADISON TN)
IA
Issued 01/30/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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