Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Joseph Gutierrez is a registered representative with PFS Investments Inc. Charles has been in the financial services industry since July 2013. Charles is licensed in Arizona, California, Florida, Minnesota, New Jersey, New York, Pennsylvania, Texas and Virginia. Charles has passed the Series 6, Series 63 and SIE exams. Charles specializes in investment company products/variable contracts. PFS Investments Inc. is an investment advisor firm that provides financial planning and portfolio management services to individual, high-net-worth individuals, charitable organizations, and corporations.
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.
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.
A percentage of the total value of assets under management is charged.
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NY
07/22/2013 - Present
PFS Investments Inc. (Hauppauge NY)
BC
Issued 12/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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