Unclaimed
Ramon Antonio Gonzalez is a financial advisor registered with Kovack Advisors, Inc. Ramon has been in the financial industry since December 11, 1994. Ramon is a Certified Financial Planner® and holds Series 7, Series 24, and Series 66 licenses. Ramon offers a variety of financial services, including financial planning, portfolio management for businesses and individuals, and selection of other advisors. Ramon has experience working with clients who include high-net-worth individuals, corporations, and individuals other than high-net-worth.
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.
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.
1
2
FL
06/17/2009 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
PR
11/03/2000 - 06/17/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (GUAYNABO PR)
PR
07/16/1997 - 11/02/2000
ORIENTAL FINANCIAL SERVICES CORP. (SAN JUAN PR)
MA
03/06/1996 - 07/11/1997
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IN
10/04/1994 - 12/31/1995
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
BOTH
Issued 10/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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