Amanda
Gonzalez
Securities America Advisors, Inc
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About this Advisor
Amanda Gonzalez is a financial advisor operating out of Port Jefferson Station, New York who has 3 years of industry experience. Gonzalez is an advisor for Securities America Advisors, Inc. Throughout their career, they have worked at Tailored Male Barbershop, Stony Brook University, Msj Financial Services/Metlife/Heritage Harbour, Axa Advisors, LLC, Next Level Serving, Securities America Inc and Securities America Advisors. Gonzalez has Series 66 and Series 63 licenses, certifying them as a securities agent, and is registered to operate in New York and Texas. Securities America Advisors, Inc is a company based in La Vista, NE. The investment advisory business has offices in 1,469 locations and a total of 3,748 employees. It administers $38 billion in assets under management among its 200,228 accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advisory services to five charities and foundations. Of its 200,228 customer accounts, just 5% belong to high-net-worth investors who have more than $1 million in investable assets. Securities America Advisors, Inc has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees are based on which services are offered. However, fee types charged by Securities America Advisors, Inc most likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Securities America Advisors, Inc Brokerage Details
$38,163,842,160
3,748
200,228
$190,602
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Amanda Gonzalez Work History
Amanda has been registered as a financial advisor for 3 years.*
Securities America Inc
Securities America Advisors
Next Level Serving
Msj Financial Services/Metlife/Heritage Harbour
Axa Advisors, LLC
Stony Brook University
Tailored Male Barbershop
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Amanda Gonzalez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Securities America Advisors, Inc
Omaha, NE
Bala Cynwyd, PA
Reisterstown, MD
Midvale, UT
La Vista, NE
Frisco, TX
Spokane, WA
Johnston, RI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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