Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Pablo Gonzalez is a financial advisor with Wells Fargo Clearing Services, LLC. Juan Pablo Gonzalez has been working in the financial services industry since July 2019. Juan Pablo Gonzalez has a Series 66 and a Series 63 license. Juan Pablo Gonzalez is also licensed in 28 states. Juan Pablo Gonzalez specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals. Juan Pablo Gonzalez was previously employed by J.P. Morgan Securities LLC and J.P. Morgan Chase Bank, N.A.
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
CA
06/24/2024 - Present
Wells Fargo Clearing Services, LLC (OXNARD CA)
CA
09/03/2019 - 10/17/2021
J.P. MORGAN SECURITIES LLC (OXNARD CA)
BOTH
Issued 06/12/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/03/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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