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 20 years of experience in the industry. Peter has held positions at several prominent financial institutions, including J.P. Morgan Securities LLC, Wells Fargo Advisors, LLC, and Chase Investment Services Corp. Currently, Peter is an active registered representative with BNY Mellon Securities Corp. Peter holds the Series 7, Series 63, Series 6TO, and Series 24 licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
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2
NY
06/07/2021 - Present
BNY Mellon Securities Corp. (New York NY)
NY
04/24/2012 - 08/27/2019
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
VA
08/18/2005 - 09/08/2010
WELLS FARGO ADVISORS, LLC (RICHMOND VA)
IL
02/07/2005 - 05/18/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
FL
06/22/2004 - 08/17/2004
NOBLE INTERNATIONAL INVESTMENTS, INC. (BOCA RATON FL)
NY
10/01/1998 - 05/24/2004
DREYFUS SERVICE CORPORATION (NEW YORK NY)
NE
04/07/1998 - 08/19/1998
WATERHOUSE SECURITIES, INC. (OMAHA NE)
NY
03/18/1997 - 02/23/1998
H.J. MEYERS & CO., INC. (ROCHESTER NY)
BC
Issued 03/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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