Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nereyda? Claim Your ProfileNereyda Gonzalez is a financial advisor with over two years of experience in the financial services industry. Nereyda is currently registered with J.P. Morgan Securities LLC in Cypress, Texas. Nereyda has previously worked at CUSO Financial Services, L.P. and CUNA Brokerage Services, Inc. Nereyda holds the Series 63, Series 6TO, and SIE licenses and is licensed in Texas. Nereyda's professional experience includes working with various clients, including individuals, corporations, charitable organizations, and insurance companies.
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
11/22/2022 - Present
J.p. Morgan Securities LLC (CYPRESS TX)
CA
10/01/2021 - 10/27/2022
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
TX
06/18/2021 - 10/05/2021
CUNA BROKERAGE SERVICES, INC. (Houston TX)
BC
Issued 11/04/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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