Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Flavio? Claim Your ProfileFlavio Rafael Gonzalez is a registered investment advisor representative with Bolton Securities Corp. Flavio has been in the securities industry since May 1987, and has a broad range of experience in investment advisory and securities-related services. Flavio holds several securities licenses, including Series 7, 31, 63 and 65. He has a strong focus on financial planning and portfolio management for businesses and individuals. Flavio has been with Bolton Securities Corp since February 2008, previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
02/29/2008 - Present
Bolton Securities Corp. (BROWNSVILLE TX)
TX
05/21/1987 - 03/19/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BROWNSVILLE TX)
IA
Issued 03/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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