Tiffanie GonzalezCRD Number: 6170260
Current Firm: Fidelity Personal And Workplace Advisors
Tiffanie Gonzalez (CRD# 6170260) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 8 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|Fidelity Personal And Workplace Advisors||Boston, MA||Jul 2018 - Current||3|
|Fidelity Brokerage Services LLC||Houston, TX||May 2016 - Current||5|
|Jp Morgan Securities LLC||Houston, TX||Mar 2016 - Apr 2016||< 1|
|Jp Morgan Chase Bank||Houston, TX||Mar 2016 - Apr 2016||< 1|
|Unemployed||Chandler, AZ||Feb 2016 - Mar 2016||< 1|
|The Vanguard Group, Inc.||Scottsdale, AZ||Mar 2013 - Feb 2016||2|
|Hi Health||Tempe, AZ||Jan 2013 - May 2013||< 1|
|Unemployed||Phoenix, AZ||Dec 2012 - Jan 2013||< 1|
|Unemployed||Christchurch,||Sep 2012 - Dec 2012||< 1|
|Early Settler||Christchurch,||Mar 2012 - Sep 2012||< 1|
|Unemployed||Phoenix, AZ||Jan 2012 - Feb 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2013|
|S66||NASAA Uniform Combined State Law Examination||Oct 2016|
Total Assets Under Management566,242MILLIONS
Total Number of Accounts1,216,586ACCOUNTS
Average Account Value$465,435
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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