Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Luis Gonzalez is a financial professional with over 25 years of experience in the financial services industry. Jose Luis is currently registered with PFS Investments Inc., in West Roxbury, MA. Jose Luis holds the Series 6 and Series 63 licenses. Jose Luis Gonzalez is a Registered Representative and has specializations in Investment Company Products/Variable Contracts. Jose Luis Gonzalez provides financial advice for a broad range of clients including: corporations or other businesses, high net worth individuals, and individuals other than high net worth.
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.
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.
A percentage of the total value of assets under management is charged.
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MA
10/21/2013 - Present
PFS Investments Inc. (WEST ROXBURY MA)
MA
06/25/2008 - 10/21/2011
PFS INVESTMENTS INC. (DORCHESTER CENTER MA)
GA
01/22/1996 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 07/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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