Julia Gurzenda (CRD# 7598042) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has 1 year of experience in the finance industry.
CRD# 836683
Rbc Capital Markets, LLC
CRD# 5430557
Commonwealth Financial Network
CRD# 6335780
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Smithfield, RI | Jul 2022 - Current | 1 |
| The Shanty On The Shore | Burlington, VT | Jun 2020 - Jun 2022 | 2 |
| University Of Vermont | Burlington, VT | Aug 2018 - May 2022 | 3 |
| University Of Vermont | Burlington, VT | Oct 2018 - Mar 2020 | 1 |
| Rhode Island Bar Billiard And Bistro | North Providence, RI | Jun 2019 - Aug 2019 | < 1 |
| Dunkin Donuts | Scituate, RI | Jun 2018 - Aug 2018 | < 1 |
| Moses Brown High School | Providence, RI | Sep 2016 - May 2018 | 1 |
| Faith Hill Farm | East Greenwich, RI | Jun 2017 - Aug 2017 | < 1 |
| Faith Hill Farm | East Greenwich, RI | Jun 2016 - Aug 2016 | < 1 |
| Scituate High School | Scituate, RI | Sep 2014 - Jun 2016 | 1 |
| Faith Hill Farm | East Greenwish, RI | Jun 2014 - Aug 2014 | < 1 |
| Scituate Middle School | Scituate, RI | Sep 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- CT
- MA
- RI
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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