I understand how the financial markets play a crucial role in our everyday lives and why there is such an importance on seeking alpha in today's world of investing. I construct individualized portfolios for clients varying across all levels of risk tolerance. I also actively work by laddering income portfolios with structured products and alternative investments for long-term, consistent growth. With building out a strong, well-diversified portfolio, I can help you achieve your financial goals.I specialize in the sourcing of pre-IPO products for clients. My team has built a vast network of connections that opens the door accessing these types of alternative investments, where it was previously locked away.Specialties include: Securities, Derivatives, Private Equity, Alternative Investments, Mutual Funds, Structured Products, Investment Strategies, Portfolio ManagementProfessional Course Designations:• Regulation Best Interest and Form CRS (923)• Alternative Investment Companies (FE INT)• Working With and Protecting Older Clients, 2nd Edition (473_2)• Mutual Fund Breakpoints, 2nd Edition (61_2)• Rule 2010 Enforcement Review: Ethical Standards (918)Education & Credentials:• Tippie College of Business - University of Iowa• FINRA Series SIE License• FINRA Series 7 License• NASAA Series 63 Securities Registration• NASAA Series 66 Securities RegistrationAdam Gonzalez is not licensed in all states to offer securities. This site is not a solicitation of interest in any of these products or services in any state which the registered representative is not properly licensed.Securities offered through Arete Wealth Management, LLC, members FINRA, and SIPC.Investment advisory services offered through Arete Wealth Advisors, LLC an SEC registered investment advisory firm.
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