Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Julio Gonzalez is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Jose Julio Gonzalez is registered with the state of Florida, as well as the states of Texas, California, Delaware, Georgia, Indiana, Michigan, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, and Texas. Jose Julio Gonzalez's career in the financial services industry began in March 1995. Jose Julio Gonzalez has passed the Series 63 and Series 65 exams. Jose Julio Gonzalez works with clients to develop their individual investment plans and guide them toward their goals. Jose Julio Gonzalez also provides advice on investment portfolios, retirement plans, and estate planning. Jose Julio Gonzalez has an extensive background in helping clients achieve their financial objectives.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
07/26/2004 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMI FL)
IA
Issued 10/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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