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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fernando? Claim Your ProfileFernando Gonzalez is a financial advisor with Osaic Wealth, Inc. in Boynton Beach, Florida. Fernando has been in the financial services industry since September 23, 2004. Fernando provides financial planning and investment management services to a variety of clients, including individuals, high-net-worth individuals, corporations, and pension plans. Fernando is also a registered investment advisor and is licensed to sell insurance. Fernando's business partners and Fernando own their office condo and plan to rent out an empty office within the condo. Fernando is also the Vice President of a Business Networking Group (BNI) and has a sole proprietorship for the sales and service of life/health/fixed annuities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
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2
FL
02/29/2024 - Present
Osaic Wealth, Inc. (BOYNTON BEACH FL)
FL
11/26/2014 - 03/13/2024
LPL FINANCIAL LLC (BOYNTON BEACH FL)
FL
09/24/2004 - 12/08/2014
AMERIPRISE FINANCIAL SERVICES, INC. (BOCA RATON FL)
MN
09/24/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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