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Gerald James Nassif

Fidelity Personal AND Workplace Advisors

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About Gerald James Nassif

Gerald Nassif is an active investment advisor representative and registered representative with Fidelity Personal And Workplace Advisors. Gerald has been in the industry since July 13, 2003, and has held various positions with several firms. Prior to Fidelity, Gerald worked at USAA Financial Advisors, Inc., First Allied Securities, Inc., InterSecurities, Inc., GunnAllen Financial, Inc., Raymond James Financial Services, Inc., Carillon Investments, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Gerald holds the Series 66, Series 7 and SIE licenses. Gerald also holds the Series 65 license, and is registered as an Investment Advisor Representative in Florida and Texas. Gerald's areas of expertise include financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Gerald Nassif is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal and Workplace Advisors is a large financial services firm with a long history in the industry. They provide a variety of investment and financial planning services to individual and institutional clients, including individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and state or municipal governments. They are known for their comprehensive investment options, low fees, and extensive resources. Fidelity Personal and Workplace Advisors manages over $818 billion in assets for a diverse client base.
Fidelity Personal AND Workplace Advisors

245 SUMMER STREET, V2A

BOSTON, MA 02210

$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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Gerald Nassif’s Registration & Firm History

FL

05/15/2019 - Present

Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)

FL

11/10/2010 - 09/01/2017

USAA FINANCIAL ADVISORS, INC. (TAMPA FL)

NC

12/01/2008 - 11/03/2010

FIRST ALLIED SECURITIES, INC. (CARY NC)

NC

01/11/2007 - 12/05/2008

INTERSECURITIES, INC. (CARY NC)

FL

01/10/2005 - 11/28/2006

GUNNALLEN FINANCIAL, INC (TAMPA FL)

FL

06/04/2004 - 06/29/2004

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

OH

10/07/2002 - 12/15/2003

CARILLON INVESTMENTS, INC. (CINCINNATI OH)

MN

10/04/2000 - 09/16/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/04/2000 - 09/16/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 04/09/2007

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 02/09/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/01/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2000

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 Gerald James Nassif.
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