Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Gonzales is a financial professional with over 20 years of experience in the financial services industry. Jesse is currently registered with Wells Fargo Clearing Services, LLC and has held previous registrations with several other firms, including Wells Fargo Investments, LLC, Essex National Securities, Inc., CUNA Brokerage Services, Inc., Citigroup Investment Services, and Cal Fed Investments. Jesse specializes in providing financial planning, investment consulting, and portfolio management services to individuals, families, and businesses. Jesse is committed to helping clients achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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.
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2
CA
08/13/2021 - Present
Wells Fargo Clearing Services, LLC (SAN DIEGO CA)
CA
04/04/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (OCEANSIDE CA)
CA
01/08/2004 - 02/10/2005
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
IA
03/20/2003 - 11/26/2003
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NY
02/05/2003 - 03/06/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
04/01/1999 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
BOTH
Issued 07/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/31/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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