Michael Gonzalez is a CFA-designated registered investment advisor, based in Pasadena, CA, with 3 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold.
Location
155 N. Lake Ave., Suite 950, Pasadena, CA, 91101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a registered sales assistant at Shuster Advisory Group, LLC, a financial services and investment research firm. He also works as an education tutor and owns rental property, dedicating about 10% of his time to tutoring.
Employment History
Current Registrations
HUB International Investment Services INC.
HUB International Investment Services INC.Broker
Global Retirement Partners LLC
Shuster Advisory Group, LLC
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Vanguard Marketing CorporationBroker
State Registrations1 state
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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