Unclaimed
Gonzalo Ricaud is a financial advisor who has been active in the industry since 1997. Gonzalo is currently registered with Insight Securities, Inc. in El Paso, Texas. Gonzalo has held previous positions with several other firms, including VCA Securities, LP, Deutsche Bank Securities Inc., DB Alex. Brown LLC, and Serfin Securities, Inc. Gonzalo holds Series 7, Series 24, Series 63, and SIE licenses. Gonzalo specializes in providing financial planning, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
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
TX
03/03/2023 - Present
Insight Securities, Inc. (El Paso TX)
TX
07/13/2018 - 10/28/2021
INSIGHT SECURITIES, INC. (Dallas TX)
TX
02/15/2005 - 06/07/2018
VCA SECURITIES, LP (DALLAS TX)
NY
01/13/2001 - 03/09/2005
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
07/05/2000 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NY
07/01/1992 - 09/12/1996
SERFIN SECURITIES,INC. (NEW YORK NY)
BC
Issued 11/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gonzalo Ricaud is the right advisor for you? Invested Better is here to help.