Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Gonzalez is a financial advisor with Osaic Wealth, Inc. Rebecca has been in the financial services industry since 2004. Rebecca specializes in financial planning, pension consulting and portfolio management for individuals and businesses. Rebecca holds a Series 6, Series 7, Series 63 and Series 65 license. Rebecca also holds the designation of Certified Financial Planner. Rebecca is a member of the National Association of Insurance and Financial Advisors (NAIFA).
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.
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.
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WI
01/19/2024 - Present
Osaic Wealth, Inc. (SPENCER WI)
WI
10/27/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SPENCER WI)
WI
11/29/2010 - 10/30/2017
SII INVESTMENTS, INC. (SPENCER WI)
WI
07/06/2010 - 11/30/2010
CAPITAL FINANCIAL SERVICES, INC. (ROTHSCHILD WI)
WI
10/26/2006 - 07/12/2010
AMERITAS INVESTMENT CORP. (ROTHSCHILD WI)
WI
03/19/2004 - 11/21/2006
WOODBURY FINANCIAL SERVICES, INC. (WAUSAU WI)
IA
Issued 01/04/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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