Miguel Gonzalez (CRD# 5983763) is an Investment Advisor Representative working at Amerant Investments, Inc. in Coral Gables, FL and has over 10 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Amerant Investments, Inc. | Coral Gables, FL | Oct 2021 - Current | 2 |
| Ubs Financial Services Inc. | Miami, FL | Jan 2020 - Oct 2021 | 1 |
| Advisory Investor Services LLC | Weston, FL | Jul 2019 - Dec 2019 | < 1 |
| Citigroup | Miami, FL | Oct 2011 - Jul 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2014 |
- FL
-
Total Assets Under Management633MILLIONS
-
Total Number of Accounts1,023ACCOUNTS
-
Average Account Value$618,599
- 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)
CT, FL, NJ, NY, TX
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