Joseph
Quinonez
Fidelity Personal And Workplace Advisors
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About this Advisor
Joseph Quinonez is a financial advisor operating in Englewood, Colorado. Quinonez is an employee of Fidelity Personal And Workplace Advisors. Throughout their career, they have worked at Fidelity Investments, Aventa Credit Union, Tcf Bank/Huntington Bank, Leon Gessi, Colorado Springs School District 11, University Of Colorado Colorado Springs, William J Palmer High School and Broadmoor Hotel. Quinonez maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Colorado and Texas. Fidelity Personal And Workplace Advisors is an advisory business that has its headquarters in Boston, MA. The company has offices in 3,093 locations and a total of 13,507 employees. It handles $653 billion in assets under management among its 1,712,247 accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 11 charities and foundations. Of its 1,712,247 accounts, 31% are held by high-net-worth clients who have more than $1 million in assets available to invest. Fidelity Personal And Workplace Advisors offers a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees typically depend on the services provided. Fees billed by Fidelity Personal And Workplace Advisors likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$652,548,367,853
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
13,507
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1,712,247
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$381,106
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Joseph Quinonez Work History
Joseph has been registered as a financial advisor for 0 years.*
Fidelity Investments
University Of Colorado Colorado Springs
Aventa Credit Union
Tcf Bank/Huntington Bank
Leon Gessi
Colorado Springs School District 11
Broadmoor Hotel
William J Palmer High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Quinonez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fidelity Personal And Workplace Advisors
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Westwood, MA
Boston, MA
Austin, TX
Fairfield, CT
Fort Lauderdale, FL
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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