Unclaimed
Matthew Charles Gonzalez is a financial advisor with J.p. Morgan Securities LLC. Matthew has been working in the financial industry since 2006. Matthew holds Series 4, 6, 7, 9, 10, 24, 63, and 66 licenses. Matthew is registered to offer securities and investment advisory services in all states and has an active license with FINRA and the SEC. Matthew has worked with clients who include high-net-worth individuals, corporations, pension and profit-sharing plans, insurance companies, charitable organizations, and labor unions. Matthew provides a variety of financial services, including portfolio management, financial planning, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
04/02/2018 - Present
J.p. Morgan Securities LLC (FLOWER MOUND TX)
TX
07/31/2006 - 06/18/2010
CHASE INVESTMENT SERVICES CORP. (PLANO TX)
BOTH
Issued 03/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2017
Series 4 - Registered Options Principal Examination
BC
Issued 05/16/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/29/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/08/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/28/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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