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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Gutierrez is an Investment Adviser Representative with Longboard Asset Management. David Gutierrez has been in the industry for over 4 years and is currently registered in Arizona. David Gutierrez earned a Series 65 on June 5, 2021. David Gutierrez has experience working at Longboard Asset Management, Arizona State University, Chandler-Gilbert Community College, and Deseret Vista High School. David Gutierrez has been registered with Longboard Asset Management since June 16, 2021.
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.
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.
A percentage of the total value of assets under management is charged.
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AZ
06/16/2021 - Present
Longboard Asset Management (PHOENIX AZ)
IA
Issued 06/05/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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