Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gonzalo? Claim Your ProfileGonzalo Medina is a financial advisor currently registered with Morgan Stanley and has been in the industry since 2014. Gonzalo holds multiple licenses including Series 7, Series 63 and Series 65. Gonzalo has worked with RBC Capital Markets, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated in the past. Gonzalo is registered in 46 states and has a strong record of success in providing financial advice to individuals and families. Gonzalo specializes in asset allocation advice, financial planning, and portfolio management.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
CA
04/12/2023 - Present
Morgan Stanley (Beverly Hills CA)
CA
02/07/2022 - 01/18/2023
RBC CAPITAL MARKETS, LLC (Los Angeles CA)
CA
12/10/2020 - 02/07/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
CA
05/16/2016 - 11/17/2020
WELLS FARGO CLEARING SERVICES, LLC (BEVERLY HILLS CA)
CA
07/08/2014 - 03/29/2016
MB TRADING (EL SEGUNDO CA)
IA
Issued 09/14/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Gonzalo Medina is the right advisor for you? Invested Better is here to help.
