Eduardo Gonzalez (CRD# 5147813) is an Investment Advisor Representative working at Mariner Wealth in Coral Gables, FL and has over 11 years of experience in the finance industry. Eduardo Gonzalez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6814558
Primerica Advisors
CRD# 4532747
Itau International Securities Inc.
CRD# 4581254
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Msec, LLC | Coral Gables, FL | Jun 2021 - Current | 2 |
| Mariner Wealth Advisors | Coral Gables, FL | Jun 2021 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami, FL | Jul 2019 - Jun 2021 | 1 |
| Bank Of America, N.a. | Miami, FL | Jul 2019 - Jun 2021 | 1 |
| Unemployed | Miami, FL | Jun 2019 - Jul 2019 | < 1 |
| Creative Planning | Overland Park, KS | Jan 2019 - May 2019 | < 1 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Dec 2017 - Jan 2019 | 1 |
| Suntrust Advisory Services, Inc. | Atlanta, GA | Dec 2017 - Jan 2019 | 1 |
| Suntrust Bank | Coral Gables, FL | Nov 2017 - Jan 2019 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami, FL | Jul 2013 - Nov 2017 | 4 |
| Bank Of America, N.a. | Miami, FL | Jul 2013 - Nov 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2012 |
- FL
-
Total Assets Under Management81,107MILLIONS
-
Total Number of Accounts132,567ACCOUNTS
-
Average Account Value$611,818
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.