Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julio? Claim Your ProfileJulio Cesar Gonzalez is a financial advisor in Jacksonville, FL. Julio has been in the industry since 2015 and is currently registered with Cambridge Investment Research Advisors, Inc. Julio has experience in a variety of financial services, including insurance and financial planning. Julio provides financial advice to individuals, families, and small businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
FL
12/26/2023 - Present
Cambridge Investment Research Advisors, Inc. (Jacksonville FL)
FL
06/15/2017 - 10/11/2017
AMERITAS INVESTMENT CORP. (Jacksonville FL)
FL
03/06/2017 - 06/23/2017
CCF INVESTMENTS, INC. (Jacksonville FL)
FL
07/20/2012 - 03/10/2016
PFS INVESTMENTS INC. (JACKSONVILLE FL)
IA
Issued 11/25/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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