Joseph Henry Gonzalez

Employer firm

Ameritas Advisory Services, LLC CRD 317245

$13.7B regulatory AUM 1,086 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → Present
  Ameritas Life Insurance Corp Of Ny
  New York, NY
• 08/2013 → Present
  Ameritas Investment Corp
  Lincoln, NE
• 07/2013 → Present
  Dipaola Financial Group
  Melville, NY
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2009-11-19 → 2011-10-19
  Lpl Financial Llc
  West Hempstead, NY
  Franklin Square, NY
• 2008-05-27 → 2009-07-01
  Lpl Financial Llc
  Staten Island, NY
  Brooklyn, NY
  Staten Island, NY
  Boston, MA
  Staten Island, NY
  Staten Island, NY
• 2006-09-27 → 2008-05-27
  Ifmg Securities, Inc.
  Staten Island, NY
  Boston, MA
  Staten Island, NY
  Brooklyn, NY
  Staten Island, NY
  Staten Island, NY
  Staten Island, NY
  Staten Island, NY
• 2006-07-24 → 2006-09-12
  Essex National Securities, Llc
  Brooklyn, NY
  Staten Island, NY
  Staten Island, NY
• 1998-04-27 → 2006-05-15
  Chase Investment Services Corp.
  Brooklyn, NY
  Brooklyn, NY

Other Businesses

DIPAOLA FINANCIAL GROUP; SAME AS BRANCH; INV REL; LIFE INSURANCE; SENIOR ASSOCIATE; START DATE=07/2013; HRS/MO=160; TRADING HRS/MO=80; SELL FIXED INSURANCE PRODUCTS

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-04-03
• S63 Uniform Securities Agent State Law Examination
  1988-06-15