Unclaimed
Mario Gonzalez is a registered investment advisor representative with Sensus Wealth Management Group LLC. Mario has been in the financial services industry since 2005. Mario has experience with investment company products, variable contracts, and a wide range of investment services. Mario is also a Certified Public Accountant and serves as a co-trustee for the William N. Hall Jr Residuary Trust and the William N. Hall III Trust.
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.
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.
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.
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2
TX
06/30/2015 - Present
Sensus Wealth Management Group LLC (LAREDO TX)
TX
01/31/2012 - 12/26/2013
DOMINION INVESTOR SERVICES, INC. (LAREDO TX)
TX
05/31/2011 - 02/07/2012
LPL FINANCIAL LLC (LAREDO TX)
TX
08/16/2005 - 05/31/2011
RESOURCE HORIZONS GROUP LLC (LAREDO TX)
IA
Issued 03/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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