Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricardo? Claim Your ProfileRicardo Gonzalez is a financial advisor with Mission Wealth Management, LP. Ricardo has been a registered Investment Advisor since 2014. Ricardo is licensed in California and has a Series 63, Series 65, Series 7, Series 8, Series 24, and Series 27 licenses. Ricardo's previous employers include Signator Investors, Inc., Prospect Financial Advisors, LLC, Charles Schwab & Co., Inc. and D.E. Frey & Company, Inc. Ricardo is a Certified Financial Planner.
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.
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.
Family wealth management
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
CA
05/15/2014 - Present
Mission Wealth Management, LP (LOS ANGELES CA)
CA
03/19/2013 - 12/18/2013
SIGNATOR INVESTORS, INC. (LOS ANGELES CA)
VA
03/20/2006 - 01/04/2008
PROSPECT FINANCIAL ADVISORS, LLC (FAIRFAX VA)
TX
04/04/1995 - 07/06/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CO
03/20/1990 - 03/16/1995
D.E. FREY & COMPANY, INC. (DENVER CO)
IA
Issued 05/02/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/11/1993
Series 24 - General Securities Principal Examination
BC
Issued 05/04/1992
Series 27 - Financial and Operations Principal Examination
BC
Issued 03/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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