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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricardo? Claim Your ProfileRicardo L. Gonzalez is a financial advisor with over eight years of experience in the financial industry. Ricardo has a wide range of experience, having worked at J.P. Morgan Securities LLC and now at Morgan Stanley. Ricardo's expertise includes investment management, financial planning and asset allocation advice. Ricardo holds a variety of licenses and certifications including Series 7, Series 10, Series 24 and SIE. Ricardo is also licensed to provide investment advice in the State of Florida and Texas.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
05/17/2021 - Present
Morgan Stanley (Coral Gables FL)
FL
04/30/2013 - 04/21/2021
J.P. MORGAN SECURITIES LLC (Miami FL)
IA
Issued 05/17/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/23/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/09/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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