Unclaimed
Raul Enrique Gonzalez is a financial professional with experience in the industry. Raul is currently registered with Charles Schwab & CO., Inc. Raul has passed the Series 63, Series 65, Series 7TO, and SIE exams. Raul has worked for a variety of financial firms, including Morgan Stanley, and RR TIRE 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
07/11/2023 - Present
Charles Schwab & CO., Inc. (Coral Gables FL)
IA
Issued 07/10/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Raul Gonzalez is the right advisor for you? Invested Better is here to help.