Maria Gonzalez
Maria Gonzalez is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in San Juan, PR, with 14 years of industry experience. Maria is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Edificio Las Nubes, 151 Federico Costas Lote A-02, San Juan, PR, 00919
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Maria is the President of WIFS Puerto Rico, a professional development association for women in financial services, dedicating about 10-20% of her time. She also works as an insurance agent selling life, disability, long-term care, and fixed annuity products, spending minimal time on this activity, and is a writer for a financial planning book, dedicating a few hours per week.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Popular Securities, LLC
Popular Securities, LLCBroker
Kovack Securities INC.Broker
Kovack Advisors, INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services Incorporated of Puerto RicoBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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