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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Gonzalez is a financial advisor with Ameritas Advisory Services, LLC. Joseph Gonzalez is licensed in New Jersey and New York. Joseph Gonzalez has been in the financial services industry since May 1991. Joseph Gonzalez is a Series 6, 7, 26, 63, and 65 licensed advisor and has earned the SIE designation. Prior to joining Ameritas Advisory Services, LLC, Joseph Gonzalez worked at LPL Financial LLC, LPL Financial Corporation, IFMG Securities, Inc., Essex National Securities, Inc., Chase Investment Services Corp., Royal Alliance Associates, Inc., Chemical Investment Services Corp., Liberty Securities Corporation, GNA Securities, Inc., CITICORP Financial Services,INC., Landmark Brokerage Services, Inc., Oxford Capital Securities, Inc., and First Investors Corporation. Joseph Gonzalez currently offers investment advisory services such as financial planning, pension consulting, and educational seminars in addition to portfolio management services for individuals and businesses. Joseph Gonzalez is also affiliated with DiPaola Financial Group and is licensed to sell life insurance.
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.
Solicitor fees
1
2
NY
11/01/2021 - Present
Ameritas Advisory Services, LLC (MELVILLE NY)
NY
11/16/2009 - 10/19/2011
LPL FINANCIAL LLC (WEST HEMPSTEAD NY)
NY
05/27/2008 - 07/01/2009
LPL FINANCIAL CORPORATION (STATEN ISLAND NY)
NY
09/15/2006 - 05/27/2008
IFMG SECURITIES, INC. (BROOKLYN NY)
NY
07/21/2006 - 09/12/2006
ESSEX NATIONAL SECURITIES, INC. (STATEN ISLAND NY)
NY
09/29/1997 - 05/15/2006
CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)
AZ
01/26/1996 - 09/26/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
08/01/1994 - 02/07/1996
CHEMICAL INVESTMENT SERVICES CORP.
NY
10/04/1993 - 08/01/1994
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
VA
04/29/1991 - 10/07/1993
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
09/25/1990 - 04/25/1991
CITICORP FINANCIAL SERVICES,INC.
NA
04/18/1990 - 10/03/1990
LANDMARK BROKERAGE SERVICES, INC.
NA
06/29/1989 - 10/24/1989
OXFORD CAPITAL SECURITIES, INC.
NJ
06/15/1988 - 05/26/1989
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 04/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1991
Series 7 - General Securities Representative Examination
BC
Issued 06/13/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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