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Ever Onofre gonzalez

Fidelity Personal AND Workplace Advisors

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About Ever Onofre gonzalez

Ever Onofre Gonzalez is a registered investment advisor representative with Fidelity Brokerage Services LLC. Ever is licensed in 53 states and the District of Columbia. Ever previously worked at THINKEQUITY LLC, AEGIS CAPITAL CORP., PAULSON INVESTMENT COMPANY LLC, JOSEPH STONE CAPITAL L.L.C. and WORDEN CAPITAL MANAGEMENT LLC. Ever has been in the securities industry since September 3, 2018. Ever is also registered with the state of New York as an Investment Advisor Representative. Fidelity Brokerage Services LLC is a registered broker-dealer with the Securities and Exchange Commission (SEC) and a member of the Financial Industry Regulatory Authority (FINRA). Fidelity Brokerage Services LLC offers a wide range of financial services, including investment advisory services, brokerage services, and retirement planning. Fidelity Brokerage Services LLC has approximately $818 billion in assets under management and manages accounts for a variety of clients, including individuals, families, corporations, and institutions. Fidelity Brokerage Services LLC has a strong track record of providing high-quality financial services to its clients.

Firm Information

Ever Onofre gonzalez is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal and Workplace Advisors is a large investment advisory firm based in Boston, MA. The firm manages over $818 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. They offer a variety of investment services, including financial planning, portfolio management, and educational seminars. Fidelity Personal and Workplace Advisors is registered with the Securities and Exchange Commission (SEC) and has a strong track record of providing comprehensive and personalized investment advice.

$818.78B

Assets Under Management

13,624

Total Clients

14,642

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ever Onofre gonzalez’s Registration & Firm History

NY

11/17/2022 - Present

Fidelity Personal AND Workplace Advisors (WHITE PLAINS NY)

NY

09/15/2021 - 09/16/2022

THINKEQUITY LLC (New York NY)

NY

08/05/2021 - 09/16/2021

AEGIS CAPITAL CORP. (NEW YORK NY)

NY

10/19/2020 - 08/04/2021

PAULSON INVESTMENT COMPANY LLC (NEW YORK NY)

NY

10/17/2019 - 11/11/2020

JOSEPH STONE CAPITAL L.L.C. (NEW YORK NY)

NY

08/29/2018 - 10/21/2019

WORDEN CAPITAL MANAGEMENT LLC (New York NY)

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Licenses & Designations

BOTH

Issued 11/11/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 7/30/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 8/29/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Ever Onofre gonzalez.
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