Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gina? Claim Your ProfileGina Gonzalez is a financial advisor at Fidelity Personal And Workplace Advisors. She is a Certified Financial Planner with over 9 years of experience in the financial services industry. Gina Gonzalez has experience in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Gina Gonzalez has been registered with the state of Florida since August 2017 and is also registered with the state of Texas. Gina Gonzalez previously worked at USAA Financial Advisors, Inc. and Edward Jones.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
FL
03/16/2010 - 07/28/2017
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
FL
08/05/2009 - 02/12/2010
EDWARD JONES (ROYAL PALM BEACH FL)
BOTH
Issued 08/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/17/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/20/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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