Unclaimed
Gonzalo Rodriguez del valle is an investment advisor representative with BCI Securities, Inc., a broker-dealer registered with the Securities and Exchange Commission. Gonzalo is also a registered investment advisor in Florida. Gonzalo has been in the industry for over two years and holds various licenses, including Series 66, Series 7TO, and Series 6TO. Prior to joining BCI Securities, Gonzalo was employed by J.P. Morgan Securities LLC. Gonzalo is a Chartered Financial Analyst (CFA) and holds a degree in finance from a leading business school. Gonzalo has a strong background in portfolio management and investment advisory services for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
02/09/2024 - Present
BCI Securities, Inc. (Miami FL)
FL
11/13/2021 - 01/31/2023
J.P. MORGAN SECURITIES LLC (Miami FL)
BOTH
Issued 01/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/06/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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