Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Justo Gonzalez is a financial advisor with over 20 years of experience in the industry. Currently, Luis is registered with Osaic Institutions, Inc. Luis is also a registered representative of Osaic Institutions, Inc. Previous firms Luis has been affiliated with include INVESTMENT PROFESSIONALS, INC., FINTEGRA, LLC, BBVA INVESTMENTS INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Luis is registered in the state of Texas. Luis has passed the Series 66, Series 7, and SIE exams. Luis specializes in providing financial advice and services to individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
Solicitation services for other advisers
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
NC
08/27/2018 - Present
Osaic Institutions, Inc. (Chapel Hill NC)
TX
07/15/2015 - 08/29/2018
INVESTMENT PROFESSIONALS, INC. (Laredo TX)
TX
01/29/2007 - 07/21/2015
FINTEGRA, LLC (LAREDO TX)
TX
07/03/2006 - 01/22/2007
BBVA INVESTMENTS INC. (LAREDO TX)
TX
05/17/2002 - 07/03/2006
FINTEGRA, LLC (LAREDO TX)
NY
09/04/2001 - 04/30/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/21/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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