Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Gonzalez is a financial advisor with over 18 years of experience in the financial services industry. Peter is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Peter has previously worked at several firms including AVATAR SECURITIES, LLC, ASSENT LLC, and EVOLUTION FINANCIAL TECHNOLOGIES, LLC. Peter has a strong background in investment management, portfolio management for businesses and individuals, and providing performance measurement reports, allocation modeling, and investment policy statements. Peter is dedicated to helping clients achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
01/03/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
08/15/2011 - 04/05/2012
AVATAR SECURITIES, LLC (NEW YORK NY)
NY
05/05/2008 - 07/06/2009
ASSENT LLC (NEW YORK NY)
NY
08/12/2005 - 04/28/2008
EVOLUTION FINANCIAL TECHNOLOGIES, LLC (NEW YORK NY)
GA
08/27/2001 - 10/14/2003
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
BOTH
Issued 05/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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