Unclaimed
John Gonzalez is a financial professional with over 13 years of experience in the industry. John is currently registered with Equitable Advisors, LLC and is based out of Charlotte, NC. John has a strong track record of providing clients with comprehensive financial advice and guidance. John's expertise spans a range of financial services, including investment management, financial planning, and insurance. John is committed to helping clients achieve their financial goals through a personalized approach. Prior to joining Equitable Advisors, LLC, John was affiliated with AXA Advisors, LLC, a previous subsidiary of Equitable Holdings, 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.
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2
NC
06/08/2021 - Present
Equitable Advisors, LLC (CHARLOTTE NC)
NJ
10/29/2007 - 01/27/2020
AXA ADVISORS, LLC (SECAUCUS NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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