Natyely
Soza
Fidelity Personal And Workplace Advisors
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About this Advisor
Natyely Soza is a financial advisor based in Englewood, Colorado, working with Fidelity Personal And Workplace Advisors. Natyely has previously held positions at Fidelity Investments, Wells Fargo, Talk4Less, Pleasures, House Of Goodies, Colorado Organization For Latina Opportunity And Reproductive Ri, Girls Inc Of Metro Denver, Orientation And Transition Programs At Colorado State University, Colorado State University, Ramevents At Colorado State University, Kurtz And Peckham, and Amber Personal Care. Natyely has passed the Series 66 regulatory exam and is registered to provide services in Colorado and Texas. Currently, Natyely is part of Fidelity Personal And Workplace Advisors, which operates out of Englewood, Colorado. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
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
Natyely Soza Work History
Fidelity Investments
Wells Fargo
Talk4Less
Pleasures
House Of Goodies
Amber Personal Care
Colorado Organization For Latina Opportunity And Reproductive Ri
Girls Inc Of Metro Denver
Orientation And Transition Programs At Colorado State University
Colorado State University
Ramevents At Colorado State University
Colorado State University
Kurtz And Peckham
Girls Inc Of Metro Denver
Disclosures
Please visit the SEC profile of Natyely Soza to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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