Unclaimed
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.
WHITE PLAINS, NY
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
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 10/1/2018
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
Active
Inactive
F
FINRA
N
New York Stock Exchange
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