Unclaimed
Raymond Longoria Gonzales Jr. is a financial advisor with Avantax Investment Services, Inc. based in Fremont, CA. Raymond has been in the financial services industry since 2007. Raymond has a Series 63, Series 7 and SIE license and is registered with the state of California and Nevada. Raymond was previously with Farmers Financial Solutions, LLC in San Jose, CA and Ameritas Investment Corp. in Fremont, CA.
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.
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.
1
2
CA
12/16/2020 - Present
Avantax Investment Services, Inc. (Fremont CA)
CA
10/16/2018 - 12/11/2020
FARMERS FINANCIAL SOLUTIONS, LLC (SAN JOSE CA)
CA
01/12/2018 - 09/24/2018
FARMERS FINANCIAL SOLUTIONS, LLC (SAN JOSE CA)
CA
01/23/2014 - 09/14/2017
FARMERS FINANCIAL SOLUTIONS, LLC (SAN JOSE CA)
CA
03/03/2011 - 07/31/2013
AMERITAS INVESTMENT CORP. (FREMONT CA)
CA
08/04/2006 - 12/31/2009
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
CA
03/22/2004 - 01/19/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
02/25/2002 - 11/04/2002
WM FINANCIAL SERVICES, INC. (IRVINE CA)
BC
Issued 04/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Raymond Gonzales jr is the right advisor for you? Invested Better is here to help.