Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Gutierrez is an investment advisor representative at Multiple Financial Services, Inc. Erik is registered with the state of California. Erik has been in the industry since June 2022. Erik is a Series 65 license holder. Erik has experience with various industries, including financial services, technology, and aerospace. Erik has worked for companies such as Goldman Sachs, Appfolio, and L3 Harris Technologies.
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.
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.
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.
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CA
03/08/2024 - Present
Multiple Financial Services, Inc. (Montecito CA)
IA
Issued 03/08/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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