Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luisa? Claim Your ProfileLuisa Gonzalez is a financial professional with over 20 years of experience in the financial services industry. Luisa is currently registered with The Leaders Group, Inc. and is licensed in California and Florida. Luisa has held previous positions with firms including PNC Investments, SunTrust Investment Services, Inc. and BB&T Investment Services, Inc. Luisa is committed to providing clients with personalized financial advice and guidance.
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.
1
2
CO
09/02/2020 - Present
THE Leaders Group, Inc. (LITTLETON CO)
FL
03/31/2017 - 03/19/2019
PNC INVESTMENTS (ORLANDO FL)
FL
10/10/2012 - 03/20/2017
SUNTRUST INVESTMENT SERVICES, INC. (KISSIMMEE FL)
FL
08/02/2011 - 10/01/2012
BB&T INVESTMENT SERVICES, INC. (WINTER HAVEN FL)
FL
02/16/2010 - 03/01/2011
BB&T INVESTMENT SERVICES, INC. (WINTER HAVEN FL)
FL
04/03/2009 - 03/02/2010
UVEST FINANCIAL SERVICES GROUP, INC. (ORLANDO FL)
FL
11/21/2008 - 03/20/2009
COLONIAL BROKERAGE, INC. (ORLANDO FL)
FL
06/12/2008 - 11/25/2008
AXA ADVISORS, LLC (ORLANDO FL)
FL
03/04/2008 - 06/04/2008
LPL FINANCIAL CORPORATION (KISSIMMEE FL)
FL
04/01/2003 - 03/04/2008
IFMG SECURITIES, INC. (KISSIMMEE FL)
WI
08/22/2002 - 04/01/2003
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
07/16/1999 - 10/09/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
PR
08/03/1999 - 03/13/2000
CITICORP FINANCIAL SERVICES CORPORATION (SAN JUAN PR)
BOTH
Issued 11/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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