Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eddy? Claim Your ProfileEddy Gutierrez is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Eddy has over 30 years of experience in the financial services industry. Eddy is registered in 11 states and has a wide range of experience in investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. Eddy is also a managing partner at California Street Wealth Management LLC. Eddy is committed to providing clients with personalized financial advice and investment management services. Eddy previously worked at Oppenheimer & Co. Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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
CA
11/13/2023 - Present
Wells Fargo Advisors Financial Network, LLC (SAN RAFAEL CA)
CA
09/29/2017 - 11/17/2023
OPPENHEIMER & CO. INC. (SAN FRANCISCO CA)
CA
08/21/2009 - 10/03/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
05/16/2005 - 09/10/2009
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
CA
06/23/2004 - 05/04/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MO
08/10/2001 - 07/06/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NJ
03/05/1999 - 08/24/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
04/20/1993 - 03/11/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
09/02/1992 - 12/22/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 09/13/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/14/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Eddy Gutierrez is the right advisor for you? Invested Better is here to help.
