Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ever? Claim Your ProfileEver Onofre gonzalez is a financial advisor who has been in the industry since 2018. Ever is currently registered with Fidelity Personal And Workplace Advisors. Ever has passed the Series 7, SIE, 63, and 65 exams and is licensed in all 50 states as well as the District of Columbia, Puerto Rico and the US Virgin Islands. Prior to joining Fidelity Personal And Workplace Advisors, Ever worked with ThinkEquity LLC, Aegis Capital Corp., Paulson Investment Company LLC, Joseph Stone Capital L.L.C., and Worden Capital Management LLC. Ever specializes in portfolio management for businesses, portfolio management for individuals, financial planning, selection of other advisers, and educational seminars.
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
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)
BOTH
Issued 11/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/30/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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