Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miguel? Claim Your ProfileMiguel Gonzalez is a financial advisor with over 18 years of experience in the industry. Miguel has worked with LPL Financial LLC and Private Advisor Group, LLC, providing a range of services, including financial planning, investment management, and asset management. Miguel is licensed to sell securities in California, Connecticut, Florida, Maine, Maryland, Massachusetts, Nevada, New Jersey, New York, North Carolina, Rhode Island, South Carolina, and Wisconsin. He holds the Series 66, Series 7, and SIE licenses. Miguel specializes in working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
09/13/2021 - Present
LPL Financial LLC (NEW YORK NY)
NY
04/09/2007 - 06/04/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
01/09/2007 - 04/03/2007
WACHOVIA SECURITIES, LLC (NEW YORK NY)
NJ
09/30/2005 - 01/03/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHORT HILLS NJ)
CT
02/10/2004 - 09/27/2005
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
BOTH
Issued 08/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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