Unclaimed
Rexsor Gonzalez is a financial advisor with Truist Advisory Services, Inc. based in Houston, Texas. Rexsor has over 8 years of experience in the financial services industry. Before joining Truist, Rexsor worked for J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and MetLife Securities, Inc. Rexsor holds Series 6, 7, 66, and SIE licenses. Rexsor is also a member of the Board of Directors for the Texans YMCA.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
TX
08/15/2023 - Present
Truist Advisory Services, Inc. (HOUSTON TX)
TX
04/23/2019 - 08/12/2023
J.P. MORGAN SECURITIES LLC (Houston TX)
TX
06/13/2016 - 04/23/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
FL
01/30/2015 - 06/09/2016
METLIFE SECURITIES, INC (CORAL GABLES FL)
BOTH
Issued 04/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/30/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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