Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Anthony Gonzales is a financial professional with over 18 years of experience in the financial services industry. He is a CERTIFIED FINANCIAL PLANNER™ professional. Timothy is registered to provide investment advisory services in Maryland and Texas. Timothy works at Cetera Investment Advisers LLC, and is registered with FINRA and the Securities Investor Protection Corporation (SIPC). He has previously worked with A. G. Edwards & Sons, Inc., WELLS FARGO ADVISORS, LLC, and INFINEX INVESTMENTS, INC. He is also the President of CRIMESOLVERS OF THE LOWER EASTERN SHORE, a non-profit organization, and Treasurer of QUALITY ADVOCATES, a hunting club. Timothy is licensed to sell various types of insurance products and has a DBA of Comprehensive Financial Solutions, Inc. His areas of specialization include retirement planning, college savings, estate planning, and insurance.
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.
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2
MD
03/21/2024 - Present
Cetera Investment Advisers LLC (SALISBURY MD)
MD
12/22/2009 - 11/19/2012
INFINEX INVESTMENTS, INC. (DELMAR MD)
MD
01/01/2008 - 12/22/2009
WELLS FARGO ADVISORS, LLC (SALISBURY MD)
MD
09/08/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SALISBURY MD)
BC
Issued 10/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 9/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 4/28/2021
SIE - Securities Industry Essentials Examination
BC
Issued 9/6/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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