Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Gonzalez is a registered investment advisor representative with Granite Harbor Advisors, Inc. in Houston, Texas. Nicholas has experience in the financial services industry since 2018. Nicholas has passed the Series 66, Series 7 and SIE exams. Nicholas has previously worked at J.P. Morgan Securities LLC, UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, H.C. Wainwright & Co., LLC and Maxim Group LLC.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
03/01/2024 - Present
Granite Harbor Advisors, Inc. (HOUSTON TX)
NY
10/24/2022 - 02/18/2024
J.P. MORGAN SECURITIES LLC (Greenvale NY)
NY
03/19/2021 - 10/11/2022
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
02/12/2020 - 03/22/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/11/2019 - 04/29/2019
H.C.WAINWRIGHT & CO., LLC (NEW YORK NY)
NY
02/20/2018 - 03/21/2019
MAXIM GROUP LLC (NEW YORK NY)
BOTH
Issued 03/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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