Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriel? Claim Your ProfileGabriel Gonzalez puerto is an investment advisor representative with Wells Fargo Clearing Services, LLC. Gabriel Gonzalez puerto is registered with the state of Florida and is a licensed professional with 7 years of experience in the financial industry. Gabriel Gonzalez puerto works with a variety of clients including high net worth individuals, corporations or other businesses, insurance companies, and charitable organizations. Gabriel Gonzalez puerto specializes in financial planning, portfolio management for individuals and businesses, and investment consulting services. Gabriel Gonzalez puerto has a strong track record of success in helping clients achieve their financial goals.
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
FL
02/07/2022 - Present
Wells Fargo Clearing Services, LLC (JACKSONVILLE FL)
BOTH
Issued 02/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2021
SIE - Securities Industry Essentials 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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