Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcela? Claim Your ProfileMarcela Gonzalez is a financial advisor with Fidelity Personal and Workplace Advisors. Marcela has been in the financial industry since July 2010. Marcela is registered to provide investment advice in California and Texas. Marcela has a Series 7, Series 66, and SIE license. Marcela is also a Certified Financial Planner. Marcela specializes in working with individuals, high net worth individuals, and businesses. In addition to her work with Fidelity, Marcela volunteers as Treasurer of the Young Professionals Board for Girls on the Run -- Silicon Valley.
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
09/02/2020 - Present
Fidelity Personal AND Workplace Advisors (LOS GATOS CA)
CA
10/01/2012 - 07/16/2020
J.P. MORGAN SECURITIES LLC (MOUNTAIN VIEW CA)
CO
04/19/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BOULDER CO)
TX
10/14/2009 - 07/30/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MCALLEN TX)
BOTH
Issued 12/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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