Tiffanie Gonzalez, financial advisor Boston MA

Tiffanie Gonzalez

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Tiffanie M. Gonzalez
Phone Number: 617-563-7000
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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