Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricky? Claim Your ProfileRicky Gonzales is a financial professional with over 12 years of experience in the industry. Ricky is currently registered with Eagle Strategies LLC, providing financial advice and services to individuals and businesses. Ricky is also registered with the state of Texas as an investment advisor representative. Previously, Ricky was affiliated with Thrivent Investment Management Inc and NYLIFE Securities LLC. Ricky holds several licenses including Series 6, 7, 63, and 66 licenses. Ricky has a variety of specializations, including investments, financial planning, insurance, and retirement planning. Ricky is committed to providing his clients with personalized financial advice and guidance.
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.
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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2
TX
02/15/2024 - Present
Eagle Strategies LLC (SAN ANTONIO TX)
TX
02/13/2020 - 07/18/2023
THRIVENT INVESTMENT MANAGEMENT INC. (Cedar Park TX)
TX
02/14/2011 - 01/02/2020
NYLIFE SECURITIES LLC (AUSTIN TX)
BOTH
Issued 5/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/6/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/11/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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