Jose GonzalezCRD Number: 1224533
Current Firm: Unionbanc Investment Services, LLC
Jose Gonzalez (CRD# 1224533) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Glendale, CA and has over 32 years of experience in the finance industry.
Fried Asset Management, Inc.
Ira Wealth Management
|Uboc Investment Services, Inc.||Los Angeles, CA||Jan 1999 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1984|
Total Assets Under Management773MILLIONS
Total Number of Accounts3,196ACCOUNTS
Average Account Value$241,970
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV