Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darlene? Claim Your ProfileDarlene Edith Gonzalez is an active investment advisor representative at Fidelity Personal And Workplace Advisors. Darlene Edith Gonzalez has been in the financial services industry since August 18, 2018 and has been registered with Fidelity Personal And Workplace Advisors since June 2021. Darlene Edith Gonzalez is licensed in 52 states and the District of Columbia. Darlene Edith Gonzalez previously worked at RBC CAPITAL MARKETS, LLC. in Providence, RI from July 2018 to June 2021. Darlene Edith Gonzalez is a licensed securities professional who holds the Series 66, Series 7 and SIE exams. Darlene Edith Gonzalez has been recognized for her expertise in a number of areas, including 1, 3, 4, 5, and 6. Darlene Edith Gonzalez has a strong track record of success in the financial services industry.
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
RI
08/06/2021 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
RI
07/03/2018 - 06/09/2021
RBC CAPITAL MARKETS, LLC (PROVIDENCE RI)
BOTH
Issued 09/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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