Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan B. Gonzalez is a financial advisor with over 15 years of experience in the financial services industry. Juan is currently registered with Eagle Strategies LLC and has been with the firm since 2016. Juan is a Series 6, 7, 63, and 66 licensed representative. Juan holds a SIE license as well. Juan has been registered with the state of Florida as an Investment Advisor Representative since 2016. In addition to his role at Eagle Strategies LLC, Juan is also an insurance broker and a shareholder of NYLARC Holding Company, Inc.. Juan focuses on providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. Juan has a strong track record of helping clients achieve their financial goals.
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
FL
10/18/2016 - Present
Eagle Strategies LLC (TAMPA FL)
BOTH
Issued 10/1/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/26/2015
Series 7 - General Securities Representative Examination
BC
Issued 2/5/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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