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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivan? Claim Your ProfileIvan Gonzalez has been a financial professional for over 27 years. Ivan currently holds a Series 7, Series 24 and Series 65, and is a Registered Representative and Investment Adviser Representative for Cetera Investment Advisers LLC. Ivan holds a Chartered Financial Consultant designation and has previously worked with Investors Capital Corporation and Linsco/Private Ledger Corp. Ivan’s areas of expertise include financial planning, retirement planning and investment management. Ivan provides services to individuals, corporations, charities and retirement plans. Ivan is located in Glendale, California and has offices in Glendale and Schaumburg, Illinois.
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.
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.
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2
CA
03/21/2024 - Present
Cetera Investment Advisers LLC (GLENDALE CA)
CA
10/24/2006 - 10/03/2016
INVESTORS CAPITAL CORP. (GLENDALE CA)
SC
01/11/2005 - 05/03/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
04/12/1995 - 01/12/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/12/1995 - 01/12/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/5/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/11/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/11/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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