Unclaimed
Brisel Gauthier is a financial advisor with Fidelity Personal and Workplace Advisors. Brisel has been working in the financial services industry since 2006. Brisel is registered with the state of Florida and other states. Brisel has passed the Series 7, Series 63, Series 66, and the SIE exams. Brisel has a history of working for several financial firms including Morgan Stanley, Ameriprise Financial Services, LLC, and Samuel A Ramirez & Co., Inc. Brisel's office is located in Boynton Beach, Florida. Fidelity Personal and Workplace Advisors is a large financial firm that has assets under management of over $1 billion. The firm's main office is in Boston, MA.
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.
1
2
FL
03/14/2022 - Present
Fidelity Personal AND Workplace Advisors (BOYNTON BEACH FL)
FL
08/03/2021 - 01/03/2022
AMERIPRISE FINANCIAL SERVICES, LLC (BOCA RATON FL)
FL
06/25/2014 - 07/15/2021
MORGAN STANLEY (Boca Raton FL)
FL
04/03/2014 - 06/30/2014
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BOCA RATON FL)
PR
10/19/2012 - 09/16/2013
AXA ADVISORS, LLC (HATO REY PR)
PR
06/24/2009 - 02/15/2012
SAMUEL A RAMIREZ & CO., INC. (SAN JUAN PR)
PR
02/13/2008 - 06/16/2009
POPULAR SECURITIES, INC. (SAN JUAN PR)
PR
05/18/2006 - 12/18/2007
CITIGROUP GLOBAL MARKETS INC. (SAN JUAN PR)
PR
11/18/2004 - 02/17/2006
R-G INVESTMENTS CORPORATION (SAN JUAN PR)
BOTH
Issued 10/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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