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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 Gonzales is a financial advisor who has been in the industry since 2012. Joseph has a strong background in financial planning and portfolio management, having worked for Thrivent Investment Management, Ameriprise Financial Services, Wells Fargo Clearing Services, and now Wells Fargo Advisors Financial Network. Joseph is registered to provide investment advice in 36 states. Joseph is also licensed to provide investment advice in New Mexico, Texas and Washington. Joseph is a dedicated financial advisor who is committed to providing his clients with the best possible service.
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.
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.
Investment consulting services to institutional clients
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
TX
06/13/2023 - Present
Wells Fargo Advisors Financial Network, LLC (SAN ANTONIO TX)
NM
07/28/2015 - 06/13/2023
WELLS FARGO CLEARING SERVICES, LLC (ALBUQUERQUE NM)
WA
12/18/2013 - 06/30/2015
AMERIPRISE FINANCIAL SERVICES, INC. (BELLEVUE WA)
TX
12/07/2012 - 06/05/2013
THRIVENT INVESTMENT MANAGEMENT INC. (AUSTIN TX)
BOTH
Issued 01/17/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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