Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Flor? Claim Your ProfileFlor De maria Gonzalez is a financial advisor with Wells Fargo Clearing Services, LLC. Flor has been in the financial services industry since June 2018. Flor is licensed in California and has experience with individual investors, high-net-worth individuals, corporations, and retirement planning. Before joining Wells Fargo Clearing Services, LLC, Flor worked at J.P. Morgan Securities LLC. Flor has also worked at Wells Fargo Bank NA for several years prior to 2018. Flor is registered with FINRA and the state of California. Flor is a Series 6, 7, 63 and 66 licensed advisor.
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.
Investment consulting services to institutional clients
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.
1
2
CA
07/26/2024 - Present
Wells Fargo Clearing Services, LLC (TORRANCE CA)
CA
04/27/2022 - 07/09/2024
J.P. MORGAN SECURITIES LLC (MANHATTAN BEACH CA)
CA
05/30/2018 - 04/12/2022
WELLS FARGO CLEARING SERVICES, LLC (MARINA DEL REY CA)
BOTH
Issued 06/15/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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