Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rene? Claim Your ProfileRene Gonzalez is a financial advisor with over 25 years of experience in the financial services industry. Rene has a strong background in investment management and financial planning, and is committed to helping clients achieve their financial goals. Rene holds a variety of licenses and certifications, including Series 7, Series 63, and Series 6TO. Rene is registered to provide investment advice in 13 states, and is currently associated with Ameriprise Financial Services, 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.
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.
Asset allocation services
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
FL
07/08/2024 - Present
Ameriprise Financial Services, LLC (Jacksonville FL)
MN
09/15/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NC
06/24/1998 - 09/22/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MN
02/21/1997 - 06/11/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/21/1997 - 06/11/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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