Marco
Coronado
Fidelity Personal And Workplace Advisors
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About this Advisor
Marco Coronado is a financial advisor based in Houston, Texas, working with Fidelity Personal And Workplace Advisors. Marco has previously held positions at Equitable Advisors, LLC, Cherry Park Automotive, Lone Star College-North Harris, Altablue, Worley Parsons, Manheim, Hess Corp, Fmc Technologies, Fidelity Investments, and Smart International. Marco has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Marco is part of Fidelity Personal And Workplace Advisors, which operates out of Houston, Texas. 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
Marco Coronado Work History
Fidelity Investments
Smart International
Equitable Advisors, LLC
Cherry Park Automotive
Lone Star College-North Harris
Altablue
Worley Parsons
Manheim
Hess Corp
Fmc Technologies
Disclosures
Please visit the SEC profile of Marco Coronado 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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