Unclaimed
Silvia Camacho-gonzalez is a financial advisor with over 14 years of experience in the industry. Silvia is currently registered with D.A. Davidson & Co. and holds licenses in several states including California and Texas. Silvia has a strong background in securities, having passed the Series 7, Series 9, Series 10, and Series 66 exams. Silvia specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Silvia has a proven track record of success and is committed to helping her clients achieve their financial goals.
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.
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
CA
04/08/2019 - Present
D.a. Davidson & Co. (LONG BEACH CA)
CA
11/04/2013 - 11/25/2013
CROWELL WEEDON & CO. (LOS ANGELES CA)
CA
09/05/2008 - 11/04/2013
CROWELL, WEEDON & CO. (LOS ANGELES CA)
BOTH
Issued 05/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/04/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Silvia Camacho-gonzalez is the right advisor for you? Invested Better is here to help.