Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Idaliz? Claim Your ProfileIdaliz Diaz Godineaux is a financial advisor at Fidelity Personal And Workplace Advisors in Sarasota, Florida. Idaliz is a CERTIFIED FINANCIAL PLANNER™ professional with over 10 years of experience in the financial services industry. Idaliz specializes in providing financial planning, portfolio management, and educational seminars to individuals, families, and businesses.
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
FL
04/21/2023 - Present
Fidelity Personal AND Workplace Advisors (SARASOTA FL)
FL
06/03/2021 - 05/05/2022
CHARLES SCHWAB & CO., INC. (Orlando FL)
FL
04/08/2021 - 04/27/2021
J.P. MORGAN SECURITIES LLC (VENICE FL)
FL
07/05/2018 - 03/04/2021
CHARLES SCHWAB & CO., INC. (Sarasota FL)
FL
02/26/2018 - 05/29/2018
PNC INVESTMENTS (SARASOTA FL)
FL
10/15/2013 - 02/09/2018
FIDELITY BROKERAGE SERVICES LLC (SARASOTA FL)
FL
12/11/2012 - 01/02/2013
J.P. MORGAN SECURITIES LLC (BRADENTON FL)
FL
07/18/2011 - 11/08/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SARASOTA FL)
BOTH
Issued 12/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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