Daniel Gonzalez is a registered investment advisor, based in San Juan, PR, with 6 years of industry experience.
Location
American International Plaza, 250 Ave. Muñoz Rivera, Suite 1420, San Juan, PR, 00918
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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
Daniel is a licensed life and health insurance agent since 2019, dedicating full-time hours to this activity. He is also a registered investment advisor representative at Consultiva Wealth Management Corp., spending full-time hours in that role as well.
Employment History
Current Registrations
Savile Capital Markets LLC
Savile Capital Markets LLCBroker
Consultiva Wealth Management, CORP.
Previous Registrations
Huntleigh Securities CorporationBroker
Mutual of Omaha Investor Services, INC.
State Registrations1 state
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