Jorge Gonzalez (CRD# 7214204) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Juan, PR and has over 2 years of experience in the finance industry.
CRD# 6245227
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1688356
Ipi Wealth Management, Inc.
CRD# 2872363
Lincoln Financial Securities Corporation
Company Name | Location | Dates | Years |
---|---|---|---|
Mml Investors Services, LLC | San Juan, PR | Oct 2020 - Current | 3 |
Massmutual Life Insurance Company | San Juan, PR | Apr 2018 - Current | 6 |
Puerto Del Rey Marina | Fajardo, PR | Feb 2016 - Feb 2018 | 2 |
Oracle Caribbean | San Juan, PR | Jun 2014 - Feb 2016 | 1 |
Oracle America | Burlington, MA | Nov 2012 - Jun 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- PR
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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