Unclaimed
Angel Gutierrez is a financial advisor currently registered with Blackrock Investment Management, LLC. Angel has been in the industry since 2014 and is registered in 53 states and 2 jurisdictions. Angel has passed the Series 6, 7, and SIE exams, and is also a Certified Financial Planner. Prior to joining Blackrock Investment Management, LLC, Angel worked at JPMorgan Institutional Investments Inc. and JPMorgan Distribution Services, Inc.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
07/27/2021 - Present
Blackrock Investment Management, LLC (SEATTLE WA)
IL
12/08/2015 - 05/17/2021
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (CHICAGO IL)
OH
12/04/2013 - 12/08/2015
JPMORGAN DISTRIBUTION SERVICES, INC. (WESTERVILLE OH)
BC
Issued 12/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/04/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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