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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerardo? Claim Your ProfileGerardo Gonzalez is an investment advisor representative with MML Investors Services, LLC based in BEVERLY HILLS, CA. Gerardo has been in the financial services industry since 2014. Gerardo is registered with the state of California as a Broker-Dealer and an Investment Advisor Representative. He is also registered with FINRA as a Registered Representative. Gerardo has experience working with clients in insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Gerardo has a wide range of experience in the financial services industry, and is committed to providing his clients with the highest level of service.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CA
07/21/2023 - Present
MML Investors Services, LLC (BEVERLY HILLS CA)
CA
02/14/2020 - 06/16/2022
MML INVESTORS SERVICES, LLC (LOS ANGELES CA)
CA
02/04/2019 - 05/23/2019
ALLSTATE FINANCIAL SERVICES, LLC (Pasadena CA)
CA
04/13/2016 - 04/27/2017
MML INVESTORS SERVICES, LLC (PASADENA CA)
CA
10/18/2014 - 03/10/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOS ANGELES CA)
IA
Issued 12/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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