Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andre? Claim Your ProfileAndre Guntzel is an investment advisor representative with Fidelity Personal And Workplace Advisors. Andre has been in the industry since 2006 and has worked at Fidelity since 2022. Prior to that, Andre has worked at J.P. MORGAN SECURITIES LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and VANGUARD MARKETING CORPORATION. Andre is registered in 52 states and the District of Columbia, and is also a registered Investment Advisor Representative in Texas and Arizona.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AZ
04/14/2022 - Present
Fidelity Personal AND Workplace Advisors (PHOENIX AZ)
AZ
05/05/2016 - 02/02/2022
J.P. MORGAN SECURITIES LLC (PHOENIX AZ)
AZ
12/20/2011 - 04/19/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
AZ
09/09/2005 - 01/11/2011
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 01/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/08/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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