Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Gonzalez is a financial advisor with LPL Financial LLC, working out of the Coldwater, OH office. John has been in the industry since January 2023 and is registered to provide investment advice in Ohio. John previously worked at OSAIC WEALTH, INC. and FSC SECURITIES CORPORATION. John offers a variety of investment services, including financial planning, portfolio management for individuals and businesses, and pension consulting. John is also licensed to offer insurance products and services.
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.
Consulting and other non-discretionary advisory services
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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OH
07/08/2024 - Present
LPL Financial LLC (coldwater OH)
OH
11/03/2023 - 07/23/2024
OSAIC WEALTH, INC. (COLDWATER OH)
OH
01/06/2023 - 11/03/2023
FSC SECURITIES CORPORATION (COLDWATER OH)
BOTH
Issued 05/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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