Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Carlos Gonzalez is a financial professional with over 20 years of experience in the industry. Juan Carlos is currently registered with Bankers Life Securities, Inc. in San Antonio, Texas. Juan Carlos has a broad range of experience in the financial services industry, including previous roles at PROEQUITIES, INC., UVEST FINANCIAL SERVICES GROUP, INC., AFS BROKERAGE, INC., and USAA INVESTMENT MANAGEMENT COMPANY. Juan Carlos holds the Series 6, 7, 63, 6TO, and SIE licenses.
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.
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.
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2
TX
11/02/2021 - Present
Bankers Life Securities, Inc. (SAN ANTONIO TX)
TX
11/11/2010 - 12/31/2012
PROEQUITIES, INC. (SAN ANTONIO TX)
IL
04/25/2005 - 12/31/2007
UVEST FINANCIAL SERVICES GROUP, INC. (CHICAGO IL)
TX
07/05/2004 - 01/03/2005
AFS BROKERAGE, INC. (AUSTIN TX)
TX
10/09/1986 - 04/02/2002
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
BC
Issued 02/23/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/07/2021
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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