Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gonzalo? Claim Your ProfileGonzalo Villena is a financial advisor with over 35 years of experience in the industry. Gonzalo is currently registered with Wells Fargo Clearing Services, LLC in Florida and Texas. Gonzalo has previously worked with HSBC Securities (USA) Inc. in Florida, NRP Financial, Inc. in Massachusetts, HSBC Brokerage (USA) Inc. in New York, AXA Advisors, LLC in New York, and The Equitable Life Assurance Society of the United States in New York. Gonzalo is a Chartered Financial Consultant and holds the Series 6, 7, 63, and 65 licenses. Gonzalo specializes in working with high-net-worth individuals, corporations and other businesses, pension and profit sharing plans, charitable organizations, and insurance companies.
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
11/17/2024 - Present
Wells Fargo Clearing Services, LLC (MIAMI FL)
FL
08/04/2008 - 09/07/2012
HSBC SECURITIES (USA) INC. (AVENTURA FL)
MA
01/24/2007 - 05/21/2008
NRP FINANCIAL, INC. (WELLESLEY MA)
FL
01/01/2005 - 08/15/2006
HSBC SECURITIES (USA) INC. (MIAMI FL)
NY
04/11/2003 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
01/31/1986 - 04/09/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
01/31/1986 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/29/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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