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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Gonzales is an investment advisor representative with GR Financial Group, LLC. Jamie is licensed in Arizona and has been in the industry since 2012. Jamie has a Series 65 license. Jamie specializes in providing financial planning and portfolio management services to individuals and corporations.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Technology fee
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AZ
08/11/2023 - Present
GR Financial Group, LLC (Tucson AZ)
IA
Issued 08/24/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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