Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gonzalo? Claim Your ProfileGonzalo Luzuriaga is an active investment advisor representative, registered with Wells Fargo Clearing Services, LLC. Gonzalo has been in the industry for over 2 years and has a series of registrations in numerous states, including both Broker-Dealer and Investment Advisor licenses. Gonzalo’s focus is on individual investors, high net worth individuals, corporate clients, and pension and profit sharing plans. Gonzalo's credentials include the Series 7, 63, and 65 exams. Gonzalo is also registered as an Investment Advisor Representative in North Carolina.
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
MO
11/11/2022 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
IA
Issued 11/11/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/27/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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