Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luvy? Claim Your ProfileLuvy S. Gonzalez is an investment advisor representative at Morgan Stanley, a firm with over $1 trillion in assets under management. Gonzalez has been in the securities industry since 1989 and has a broad range of experience in the field. Gonzalez holds a variety of licenses and designations, including Series 7, 24, and 63. Gonzalez works with a variety of clients, including individuals, families, businesses, and institutions. Gonzalez's areas of expertise include investment management, financial planning, and retirement planning. Prior to joining Morgan Stanley, Gonzalez was an advisor at Citigroup Global Markets Inc. and UBS International Inc. Gonzalez's clients appreciate her personalized approach to financial advising and her commitment to helping them achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
06/02/2009 - Present
Morgan Stanley (Houston TX)
TX
05/29/2009 - 07/30/2009
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
TX
06/03/2002 - 06/18/2009
UBS INTERNATIONAL INC. (HOUSTON TX)
NJ
05/14/2001 - 06/03/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
TX
11/09/1989 - 05/18/2001
INVERHOUSE, INC. (HOUSTON TX)
BC
Issued 05/10/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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