Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaac? Claim Your ProfileIsaac Gonzalez Jr is a financial advisor who has been active in the industry since December 20, 2014. Isaac is currently registered with Raymond James Financial Services, Inc. and has previously worked with Fidelity Brokerage Services LLC, J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, NYLIFE Distributors LLC, and Vanguard Marketing Corporation. Isaac holds the Series 6, 7, 63, 65, 66, and SIE licenses and is registered in Florida. Isaac specializes in financial planning, portfolio management, and pension consulting.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
08/02/2024 - Present
Raymond James Financial Services Advisors, Inc. (SAINT PETERSBURG FL)
FL
09/20/2021 - 02/16/2024
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
NJ
05/03/2019 - 03/30/2021
J.P. MORGAN SECURITIES LLC (FAIRLAWN NJ)
NJ
11/11/2016 - 04/23/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
12/01/2011 - 11/05/2014
NYLIFE DISTRIBUTORS LLC (PARSIPPANY NJ)
PA
08/09/2010 - 06/22/2011
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 2/13/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 1/30/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/2/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 4/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/9/2016
Series 7 - General Securities Representative Examination
BC
Issued 8/6/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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