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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annelise? Claim Your ProfileAnnelise Christine Gordon is a registered investment advisor representative with Fidelity Personal AND Workplace Advisors. Annelise is licensed to provide investment advice in Massachusetts, Texas, and Utah. Annelise is also licensed to provide investment advice in Texas as a registered investment advisor. She has been in the industry since July 2017 and has a wide range of experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. Annelise specializes in financial planning, portfolio management, and providing educational seminars. Fidelity Personal AND Workplace Advisors is a large firm with over 13624 clients and $818 billion in assets under management. The firm provides a wide range of investment advisory services, including financial planning, portfolio management, and educational seminars. The firm also offers investment advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. Fidelity Personal AND Workplace Advisors is a fee-based firm, and the firm's fees are based on a percentage of assets under management.
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
TX
02/06/2024 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
BOTH
Issued 02/15/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/03/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/09/2019
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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FINRA
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New York Stock Exchange
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