Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Gonzalez is a financial advisor with Raymond James & Associates, Inc., based in St. Petersburg, FL. Shannon has been in the financial services industry since 2000. Shannon holds Series 6, 7, 63, and 65 licenses and has been with Raymond James & Associates, Inc. since 2021. Prior to joining Raymond James & Associates, Inc., Shannon was with Morgan Stanley.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
11/01/2021 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
08/15/2012 - 11/19/2021
MORGAN STANLEY (Palm Harbor FL)
FL
06/08/2005 - 08/14/2012
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (TAMPA FL)
CT
05/14/2004 - 06/24/2005
ADVEST, INC. (HARTFORD CT)
IL
07/24/2003 - 12/18/2003
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
CA
12/06/2002 - 05/14/2003
ATLAS SECURITIES, INC. (SAN LEANDRO CA)
MD
04/05/1999 - 07/23/2002
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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