Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Ariel Gonzalez is an Investment Advisor Representative at Eagle Strategies LLC, where Joshua has been employed since June 2018. Joshua has a total of 12 years of experience in the securities industry. Prior to joining Eagle Strategies LLC, Joshua was employed by PFS INVESTMENTS INC. in GREENBELT, MD. Joshua has passed the Series 6, 7, 26, 63, and 66 exams, and is licensed to provide financial advice in 13 states including Virginia, Maryland, District of Columbia, Florida, Arkansas, Georgia, Illinois, Indiana, Kansas, New York, Oklahoma, West Virginia.
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.
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.
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2
VA
06/11/2018 - Present
Eagle Strategies LLC (VIENNA VA)
MD
07/03/2009 - 08/06/2014
PFS INVESTMENTS INC. (GREENBELT MD)
BOTH
Issued 05/18/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/02/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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