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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julio? Claim Your ProfileJulio Gonzalez is a financial advisor currently registered with Fidelity Personal and Workplace Advisors. Julio has been in the industry for 12 years and is licensed in 22 states, including California, Texas and Arizona. Julio has experience with a variety of financial products and services, including financial planning, portfolio management and educational seminars. Prior to joining Fidelity, Julio worked at Merrill Lynch and Edward Jones. Julio is committed to providing clients with personalized financial advice to help them achieve their financial goals.
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
CA
09/09/2022 - Present
Fidelity Personal AND Workplace Advisors (PASADENA CA)
CA
02/14/2012 - 03/16/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BREA CA)
CA
05/07/2009 - 01/04/2011
EDWARD JONES (SAN DIEGO CA)
CA
06/27/2008 - 08/12/2008
FIRST INVESTORS CORPORATION (SAN DIEGO CA)
BOTH
Issued 07/03/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/26/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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