Joseph Gonzalez, financial advisor Melville NY
83 score

Joseph Gonzalez

CRD Number: 1836525
Current Firm: Ameritas Investment Corp

Joseph Gonzalez (CRD# 1836525) is an Investment Advisor Representative working at Ameritas Investment Corp in Melville, NY and has over 28 years of experience in the finance industry.

Similar Advisors
Nat Prentice, financial advisor Melville NY
Nat Prentice
CRD# 832532
Altium Wealth Management LLC
Score
107
Similar Advisors
Peter Scholtz, financial advisor Melville NY
Peter D. Scholtz
CRD# 873183
Scholtz & Co
Score
103
Similar Advisors
Erich Beck, financial advisor Melville NY
Erich M. Beck
CRD# 6040390
Axa Advisors, LLC
Score
88
Company Name Location Dates Years
Ameritas Investment Corp Lincoln, NE Aug 2013 - Current 3
Dipaola Financial Group Melville, NY Jul 2013 - Current 3
Ameritas Life Insurance Corp Of Ny New York, NY Jun 2013 - Current 3
Unemployed New York, NY Oct 2011 - Jun 2013 1
Astoria Federal Savings Franklin Square, NY Nov 2009 - Oct 2011 1
Lpl Financial Corporation Charlotte, NC May 2008 - Oct 2011 3
Ifmg Securities Inc. Staten Island, NY Sep 2006 - Nov 2009 3
Sovereign Bank/icb Staten Island, NY Sep 2006 - Nov 2009 3
Independence Community Bank Brooklyn, NY Jul 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1988
S65 NASAA Investment Advisors Law Examination Apr 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Joseph H. Gonzalez
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    2,296
    MILLIONS
  • Total Number of Accounts
    8,235
    ACCOUNTS
  • Average Account Value
    $278,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
83

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.