Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marco? Claim Your ProfileMarco Antonio Gonzalez is an investment advisor representative with Vanguard Advisers, Inc. located in Plano, TX. Marco Gonzalez has been in the industry since 2017. Marco Gonzalez is registered with the state of Texas to provide investment advisory services. The advisor has Series 7, Series 66, and SIE licenses and is affiliated with Vanguard Advisers, Inc.. Marco Gonzalez has previously worked for COBRA TRADING, INC., USAA FINANCIAL ADVISORS, INC., WEDBUSH SECURITIES INC., SAGEPOINT FINANCIAL, INC., and FIDELITY BROKERAGE SERVICES LLC.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
07/15/2022 - Present
Vanguard Advisers, Inc. (Plano TX)
TX
10/13/2020 - 03/24/2022
COBRA TRADING, INC. (CARROLLTON TX)
TX
06/11/2019 - 08/07/2019
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
01/30/2019 - 03/13/2019
WEDBUSH SECURITIES INC. (DALLAS TX)
TX
04/04/2018 - 01/10/2019
SAGEPOINT FINANCIAL, INC. (HURST TX)
TX
04/18/2017 - 03/20/2018
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 07/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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