Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Gonzalez is a financial advisor with over 30 years of experience in the industry. Susan is currently registered with LPL Financial LLC and has been with them since February 2018. Susan has held previous roles at INVEST FINANCIAL CORPORATION, SECURITIES RESEARCH, INC., PRINCOR FINANCIAL SERVICES CORPORATION, FORTIS INVESTORS, INC., WALNUT STREET SECURITIES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Susan holds Series 63, Series 7, and SIE licenses. Susan is licensed in Colorado, Florida, and Michigan. Susan is able to offer a range of services including financial planning, pension consulting, portfolio management, and educational seminars.
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.
Consulting and other non-discretionary advisory services
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
02/14/2018 - Present
LPL Financial LLC (TAMPA FL)
FL
04/15/2013 - 02/14/2018
INVEST FINANCIAL CORPORATION (BRANDON FL)
FL
05/24/2006 - 01/09/2013
SECURITIES RESEARCH, INC. (TAMPA FL)
IA
09/17/1998 - 12/31/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MN
07/18/1994 - 12/31/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
CA
03/24/1994 - 05/31/1994
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MN
02/10/1992 - 12/31/1993
FORTIS INVESTORS, INC. (OAKDALE MN)
MN
05/23/1989 - 04/15/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/23/1989 - 04/15/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/13/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Susan Gonzalez is the right advisor for you? Invested Better is here to help.
