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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zohetni? Claim Your ProfileZohetni Gonzalez is an investment advisor representative with LPL Financial LLC, a large financial services company. Zohetni has worked in the financial services industry since 2013. They hold a Series 6, 7, 24, 52, 53, and 66 licenses, and they are registered with the Financial Industry Regulatory Authority (FINRA) and 53 state and territory securities regulators.
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.
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2
FL
01/24/2024 - Present
LPL Financial LLC (TAMPA FL)
FL
06/22/2021 - 01/19/2024
TRUIST INVESTMENT SERVICES, INC. (TAMPA FL)
FL
01/10/2018 - 06/25/2021
LPL FINANCIAL LLC (TAMPA FL)
FL
09/08/2015 - 01/04/2018
SUNTRUST INVESTMENT SERVICES, INC. (TAMPA FL)
FL
03/05/2014 - 12/26/2014
SUNTRUST INVESTMENT SERVICES, INC. (TAMPA FL)
NJ
07/02/2013 - 10/30/2013
WELLS FARGO ADVISORS, LLC (UNION CITY NJ)
NY
04/04/2013 - 06/17/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
04/09/2012 - 02/25/2013
WELLS FARGO ADVISORS, LLC (UNION CITY NJ)
BOTH
Issued 12/22/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2018
Series 4 - Registered Options Principal Examination
BC
Issued 10/04/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/06/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 10/20/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/06/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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