Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marie? Claim Your ProfileMarie Carmen Gonzalez is an investment advisor representative who is registered with Fidelity Personal AND Workplace Advisors in WESTLAKE, TX. Marie Carmen has been active in the industry since September 2020, She is licensed to provide investment advice in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. Marie Carmen Gonzalez has passed the Series 66, Series 63, Series 7TO and SIE exams. She has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Marie Carmen Gonzalez focuses on providing investment advice and financial planning services.
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.
1
2
TX
12/16/2020 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
BOTH
Issued 11/25/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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