Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Mauro Gonzalez is an investment advisor representative with U.S. Bancorp Advisors, LLC. Jose has over 30 years of experience in the financial services industry. Jose is registered to provide investment advice in 51 states. Jose is also a Registered Options Principal, Municipal Securities Principal, and General Securities Principal. The advisor represents U.S. Bancorp Advisors, LLC, which has over $1 billion in assets under management. The firm primarily provides financial and investment advice to individuals, businesses, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
04/06/2009 - Present
U.s. Bancorp Advisors, LLC (GLENDALE CA)
CA
01/01/1999 - 01/08/1999
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NA
04/06/1998 - 01/01/1999
GRIFFIN FINANCIAL SERVICES
IA
06/24/1996 - 12/05/1996
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
CA
10/24/1991 - 09/19/1994
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
CA
12/01/1987 - 09/11/1990
KENNEDY, CABOT & CO. (BEVERLY HILLS CA)
NA
10/08/1986 - 11/12/1987
CAL FED SECURITIES, INC.
NA
01/25/1984 - 10/15/1984
DEAN WITTER REYNOLDS INC.
BC
Issued 02/10/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2016
Series 4 - Registered Options Principal Examination
BC
Issued 01/03/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/17/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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