Colin Gonzales (CRD# 6939048) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has 1 year of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1350047
Legacy Financial Solutions, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services, LLC | Merrimack, NH | Sep 2021 - Current | 2 |
| Market Basket | Nashua, NH | Jun 2020 - Sep 2021 | 1 |
| Mml Investors Services, LLC | Nashua, NH | Nov 2019 - Sep 2021 | 1 |
| Mass Mutual Life Insurance Company | Nashua, NH | May 2019 - Sep 2021 | 2 |
| Baystate Financial | Nashua, NH | May 2019 - Sep 2021 | 2 |
| University Of Nh | Durham, NH | Jun 2015 - May 2019 | 3 |
| Northwestern Mutual | Manchester, NH | Apr 2018 - Oct 2018 | < 1 |
| University Of Nh Survey Center | Durham, NH | Oct 2016 - May 2018 | 1 |
| Goffstown Recreation Dept | Goffstown, NH | Jun 2017 - Sep 2017 | < 1 |
| Milford Recreation Department | Milford, NH | Jun 2016 - Sep 2016 | < 1 |
| Fifa | Manchester, NH | Apr 2011 - Aug 2015 | 4 |
| Goffstown High School | Goffstown, NH | Jun 2011 - Jun 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- NH
- TX
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Total Assets Under Management652,548MILLIONS
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Total Number of Accounts1,712,247ACCOUNTS
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Average Account Value$381,106
- 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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