Amberlyn
Ponce
Fidelity Personal And Workplace Advisors
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About this Advisor
Amberlyn Ponce is a financial advisor who works out of Jacksonville, Florida, with a total of 1 year of industry experience. Ponce is on the advisory team at Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at Amberlyn E Sasser, LLC, Rbh Financial, LLC Dba Northwestern Mutual, Homemaker, Sam Williams Dba Northwestern Mutual, Ellis Pollard Financial Services, LLC Dba Northwestern Mutual, First Command Brokerage Services, Inc, Danette Sajous Dba Northwestern Mutual, John F Flannery Dba Northwestern Mutual, Melissa White Dba Northwestern Mutual, Carepoint Holdings, LLC, Christopher Vidler & Eric Van Der Hyde Dba Northwestern Mutual, First Command Advisory Services, Inc, First Command Insurance Services, Inc, Lpl Financial LLC, Henderson Financial Group, Shaklee and Fidelilty Investments. Ponce maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Virginia. Fidelity Personal And Workplace Advisors is a registered investment company operating out of Boston, MA. The company has offices in 3,093 locations and a total of 13,507 employees. It oversees $653 billion in total assets among its 1,712,247 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 11 charitable organizations. Of its 1,712,247 client accounts, 31% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Fidelity Personal And Workplace Advisors offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management largely are based on the type of financial services provided. However, fees charged by Fidelity Personal And Workplace Advisors can consist 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
$652,548,367,853
13,507
1,712,247
$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
Amberlyn Ponce Work History
Amberlyn has been registered as a financial advisor for 1 years.*
Fidelilty Investments
Lpl Financial LLC
Henderson Financial Group
Homemaker
First Command Brokerage Services, Inc
First Command Brokerage Services, Inc
First Command Advisory Services, Inc
First Command Insurance Services, Inc
John F Flannery Dba Northwestern Mutual
Rbh Financial, LLC Dba Northwestern Mutual
Sam Williams Dba Northwestern Mutual
Christopher Vidler & Eric Van Der Hyde Dba Northwestern Mutual
Shaklee
Danette Sajous Dba Northwestern Mutual
Melissa White Dba Northwestern Mutual
Amberlyn E Sasser, LLC
Ellis Pollard Financial Services, LLC Dba Northwestern Mutual
Carepoint Holdings, LLC
*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 Amberlyn Ponce 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
Greenbrae, CA
Smithfield, RI
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Austin, TX
Fairfield, CT
Fort Lauderdale, FL
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