Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Gonzales is a financial advisor at Edelman Financial Engines. Jeff has been working in the financial services industry since 2007. Jeff holds the Series 7, 9, 10, 66, and SIE licenses. Prior to joining Edelman Financial Engines, Jeff worked at EF Legacy Securities, LLC, Sanders Morris Harris LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, TD Ameritrade, Inc., and Charles Schwab & Co., Inc.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
CA
11/01/2018 - Present
Edelman Financial Engines (Chino CA)
UT
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (SALT LAKE CITY UT)
CA
01/13/2015 - 04/22/2016
SANDERS MORRIS HARRIS LLC (PASADENA CA)
CA
02/15/2012 - 01/12/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHINO HILLS CA)
CA
10/16/2009 - 02/14/2012
TD AMERITRADE, INC. (RANCHO CUCAMONGA CA)
CA
05/16/2007 - 09/29/2009
CHARLES SCHWAB & CO., INC. (GLENDALE CA)
BOTH
Issued 06/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/02/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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