Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gonzalo? Claim Your ProfileGonzalo De leon plata is a financial advisor registered with Trilogy Capital, Inc. and LPL Financial LLC, with over 10 years of experience in the industry. Gonzalo is currently registered as an investment advisor representative in Arizona and Texas. Gonzalo also holds multiple securities licenses including Series 6, 63, and 65.
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.
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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AZ
07/19/2017 - Present
Trilogy Capital, Inc. (Scottsdale AZ)
AZ
08/15/2011 - 11/29/2017
NATIONAL PLANNING CORPORATION (SCOTTSDALE AZ)
IA
Issued 07/14/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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