Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Gutierrez is a financial advisor with Osaic Wealth, Inc. Andrew has been in the financial industry since 2016. Andrew is a registered investment advisor in Iowa and Nebraska. Andrew is also registered as a securities agent in Iowa, Nebraska, Colorado, Florida, Indiana, Missouri, and Montana. Andrew specializes in providing financial planning services, portfolio management services, and pension consulting services to individuals, businesses, and retirement plans. Andrew also holds Series 7, Series 63, Series 65, and SIE licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IA
01/19/2024 - Present
Osaic Wealth, Inc. (BLOOMFIELD IA)
NE
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OMAHA NE)
NE
01/24/2018 - 03/01/2019
QUESTAR CAPITAL CORPORATION (OMAHA NE)
NE
04/06/2016 - 01/26/2018
MML INVESTORS SERVICES, LLC (Omaha NE)
IA
Issued 09/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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