Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Edward Gonzalez is an investment advisor representative associated with Insigneo Advisory Services, LLC. Michael has been in the financial services industry since April 8, 2018. Michael holds a Series 63 license for securities and a Series 65 license for investment advisor. Michael is also registered in Florida and Puerto Rico to provide investment advice. Michael has worked for several firms before joining Insigneo Advisory Services, LLC. including OSAIC WEALTH, INC., TRIAD ADVISORS LLC, SECURITIES AMERICA, INC., WOODBURY FINANCIAL SERVICES, INC., FSC SECURITIES CORPORATION, SAGEPOINT FINANCIAL, INC., and INVESTACORP, INC.
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.
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.
Consolidation of financial reports and consulting services
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.
Rebates/trailer fees
1
2
FL
08/21/2024 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
AZ
04/07/2021 - 02/27/2024
OSAIC WEALTH, INC. (SCOTTSDALE AZ)
GA
04/07/2021 - 02/27/2024
TRIAD ADVISORS LLC (ATLANTA GA)
FL
07/17/2020 - 02/27/2024
SECURITIES AMERICA, INC. (MIAMI FL)
MN
04/07/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
04/07/2021 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
04/07/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
FL
05/04/2018 - 07/17/2020
INVESTACORP, INC. (MIAMI FL)
IA
Issued 10/11/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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