Paul Guzi, financial advisor Columbus OH

Paul Guzi

CRD Number: 6711197
Current Firm: Fidelity Personal And Workplace Advisors

Paul Guzi (CRD# 6711197) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Columbus, OH and has over 2 years of experience in the finance industry. Paul Guzi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Fidelity Brokerage Services LLC Columbus, OH Aug 2017 - Current 3
Signature Consultanting For Us Bank Columbus, OH May 2017 - Aug 2017 < 1
Northwestern Mutual Columbus, OH Feb 2017 - Mar 2017 < 1
Ohio State University Full Time Student Columbus, OH Aug 2016 - Dec 2016 < 1
Jet Incorporated Cleveland, OH May 2016 - Aug 2016 < 1
Ohio State University Full Time Student Columbus, OH Aug 2015 - May 2016 < 1
Rosetta Digital Marketing Cleveland, OH May 2015 - Aug 2015 < 1
Ohio State University Full Student Columbus, OH Aug 2012 - May 2015 2
Hudson Public Middle School And High School Hudson, OH Oct 2007 - Aug 2012 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2017
Contact Info for Paul A. Guzi
Phone Number: 617-563-7000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    453,297
    MILLIONS
  • Total Number of Accounts
    1,038,219
    ACCOUNTS
  • Average Account Value
    $436,610
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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