Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gonzalo? Claim Your ProfileGonzalo Espinosa is a financial advisor with over 20 years of experience in the industry. Gonzalo has been registered with Morgan Stanley since May 2021, and has prior experience with WELLS FARGO CLEARING SERVICES, LLC and PRUDENTIAL SECURITIES INCORPORATED. Gonzalo holds the Series 3, 7, and 66 licenses. Gonzalo is currently registered in Florida, North Carolina and Texas. Gonzalo is a partner in Asesorias e Inversiones Roca Cuadrada Limitada, a real estate rental company based in Las Condes, Chile. Gonzalo specializes in providing financial planning, portfolio management, and asset allocation advice.
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
FL
12/15/2023 - Present
Morgan Stanley (Miami FL)
FL
07/01/2003 - 05/21/2021
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
NY
03/28/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 03/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2003
Series 3 - National Commodity Futures Examination
BC
Issued 03/27/2000
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 Espinosa is the right advisor for you? Invested Better is here to help.
