Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwardo? Claim Your ProfileEdwardo Perez Gutierrez is a financial advisor with over 20 years of experience in the industry. Edwardo is currently registered with Wells Fargo Clearing Services, LLC. Edwardo has also previously worked at UnionBanc Investment Services, LLC and MML Investors Services, Inc.. Edwardo has a strong track record of providing investment advice and financial planning services to individual and institutional clients. Edwardo holds a variety of licenses and certifications, including Series 6, 7, 63, and 66. Edwardo is committed to providing clients with personalized service and helping them achieve their financial goals.
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
09/26/2023 - Present
Wells Fargo Clearing Services, LLC (IRVINE CA)
CA
03/31/2010 - 12/01/2020
UNIONBANC INVESTMENT SERVICES, LLC (BRAWLEY CA)
CA
11/13/2004 - 12/31/2009
MML INVESTORS SERVICES, INC. (EL CENTRO CA)
GA
05/30/2000 - 11/12/2004
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 01/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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