Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlton? Claim Your ProfileCharlton Eduardo Gutierrez is an investment advisor representative with Empower Advisory Group, LLC. Charlton has been in the securities industry since September 6, 2022. Charlton holds the Series 66, 7TO and SIE licenses. Charlton specializes in retirement planning, college savings plans and other financial planning needs. Charlton's previous employment was with Thrivent Investment Management Inc., where Charlton was registered from September 2, 2022 to May 3, 2023.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
TN
05/10/2023 - Present
Empower Advisory Group, LLC (Collierville TN)
TN
09/02/2022 - 05/03/2023
THRIVENT INVESTMENT MANAGEMENT INC. (Memphis TN)
BOTH
Issued 09/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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