Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Camilo? Claim Your ProfileCamilo Gutierrez is a financial advisor with over 20 years of experience in the industry. Currently, Camilo is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Florida and Texas. Camilo has been working with Merrill Lynch since 2000. Prior to this, Camilo worked at Pruco Securities Corporation and The Prudential Insurance Company of America in New Jersey. Camilo is a Series 6, 7 and 66 licensed advisor. Camilo holds a Series 66, Series 7 and SIE license, and has worked with a variety of client types, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Camilo is currently registered in Arizona, California, Delaware, Florida, Illinois, Massachusetts, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia and Wisconsin.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
08/01/2006 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMI FL)
NJ
07/29/1991 - 02/26/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
07/29/1991 - 02/26/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 01/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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