Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ray? Claim Your ProfileRay Jose Gonzalez is an Investment Advisor Representative associated with Eagle Strategies LLC. Ray is a registered representative with FINRA and a registered investment advisor with the State of New York. Ray has been in the financial services industry since 2013. Ray has Series 7, Series 6, Series 63, and Series 65 securities licenses and has held positions with J.P. Morgan Securities LLC, HSBC Securities (USA) INC., New York Life Insurance Company, and NYLife Securities LLC. Ray specializes in providing investment advice to individuals, high-net-worth individuals, corporations, 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.
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.
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.
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2
NY
07/24/2023 - Present
Eagle Strategies LLC (NEW YORK NY)
NY
02/18/2014 - 12/10/2019
HSBC SECURITIES (USA) INC. (YONKERS NY)
NY
04/29/2013 - 02/10/2014
J.P. MORGAN SECURITIES LLC (BRONX NY)
IA
Issued 07/20/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2018
Series 7 - General Securities Representative Examination
BC
Issued 04/26/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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