Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raul? Claim Your ProfileRaul Erik Gonzalez is a registered representative with Frost Investment Services. Raul has been in the industry since July 2018. Raul is licensed in Texas and holds the Series 6, Series 63, and SIE licenses. Raul has previously worked at J.P. Morgan Securities LLC. Frost Investment Services is an investment firm with over $1 billion - $10 billion in assets under management. The firm provides financial planning and portfolio management services to individuals, businesses, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
12/01/2022 - Present
Frost Investment Services (SAN ANTONIO TX)
TX
07/09/2018 - 12/22/2021
J.P. MORGAN SECURITIES LLC (DALLAS TX)
BC
Issued 08/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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