Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vionette? Claim Your ProfileVionette Iliana Gonzalez is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Vionette is a registered representative and investment advisor representative in the states of Georgia and Texas. Vionette has over 15 years of experience in the financial services industry. Vionette is licensed to provide investment advice and securities products to individuals, businesses, pension plans, and charitable organizations. Vionette is also experienced in the allocation of assets, creating investment policy statements, and providing research reports. Vionette is a passionate advocate for her clients and is committed to helping them 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
GA
12/14/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ATLANTA GA)
GA
09/10/2021 - 09/27/2021
EDWARD JONES (PEACHTREE CITY GA)
GA
10/11/2019 - 06/03/2021
LPL FINANCIAL LLC (JONESBORO GA)
GA
09/21/2005 - 11/04/2019
WELLS FARGO CLEARING SERVICES, LLC (FAYETTEVILLE GA)
BOTH
Issued 08/31/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/20/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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