Unclaimed
Miguel Angel Gonzalez is a financial advisor at Raymond James & Associates, Inc. Miguel has over 22 years of experience in the financial services industry and holds a Series 7, Series 24, Series 26, and Series 66 license. He has been registered with Raymond James & Associates, Inc. since June 2022. Before that, Miguel was a financial advisor at Ameriprise Financial Services, LLC from August 2014 to June 2022 and at Pruco Securities, LLC from May 2000 to August 2014. Miguel is licensed in Florida, Illinois, Maryland, Michigan, Minnesota, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, West Virginia and Wisconsin. Miguel also provides fiduciary activities, financial planning, pension consulting, educational seminars, and selection of other advisors services.
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.
Please see note in schedule d - miscellaneous
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.
1
2
PA
06/22/2022 - Present
Raymond James & Associates, Inc. (CRANBERRY TOWNSHIP PA)
PA
08/22/2014 - 06/27/2022
AMERIPRISE FINANCIAL SERVICES, LLC (SEWICKLEY PA)
PA
05/18/2000 - 08/26/2014
PRUCO SECURITIES, LLC. (WEXFORD PA)
BOTH
Issued 05/31/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2019
Series 24 - General Securities Principal Examination
BC
Issued 06/07/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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