Joelle
Gotimer

Fidelity Personal And Workplace Advisors

CRD#6687602
Investment Advisor
in King Of Prussia, PA

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About this Advisor

Joelle Gotimer is a financial advisor who works in King Of Prussia, Pennsylvania with 2 years of industry experience. Gotimer currently works for Fidelity Personal And Workplace Advisors. Gotimer has gained experience at Fidelity Brokerage Services, LLC, Financial Consulate, Diehl'S Produce and Goucher College. Gotimer holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Maryland. Fidelity Personal And Workplace Advisors is a financial advisory firm that has its headquarters in Boston, MA. The company has offices in 3,093 locations and a total of 13,507 people on staff. It oversees $653 billion in assets across its 1,712,247 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 11 charitable organizations. Of its 1,712,247 customer accounts, 31% belong to high-net-worth clients who have more than $1 million in assets available to invest. Fidelity Personal And Workplace Advisors provides a broad assortment 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. A financial advisor's fees largely depend on the type of financial services offered. Fees billed by Fidelity Personal And Workplace Advisors likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

600 W Dekalb Pike Ste 110
King Of Prussia, PA 19406

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$652,548,367,853

PA Average: $16,012,751,954
Total Number of Employees

13,507

PA Average: 118
Total Number of Accounts

1,712,247

PA Average: 4,567
Average Account Size

$381,106

PA Average: $3,506,186

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

Joelle Gotimer Work History

Joelle has been registered as a financial advisor for 2 years.*

2016 - Present (8 years)

Fidelity Brokerage Services, LLC

2014 - 2016 (2 years)

Financial Consulate

2012 - 2013 (1 year)

Diehl'S Produce

2010 - 2014 (4 years)

Goucher College

*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 Joelle Gotimer 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

Randall Rogers
Smithfield, RI
Sean Sanders
Boston, MA
Steven Lopez
Rancho Cucamonga, CA
Robert Abbott
Westwood, MA
Jason Arcelay
Boston, MA
Larysa Smykovskaya
Palo Alto, CA
Michael Gefen
Fairfield, CT
Andrew Draluck
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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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