Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose David Gutierrez is a financial advisor with Invesco Distributors, Inc., a company that provides financial services to individuals and institutions. Jose David has been in the financial industry since June 19, 2014. Jose David holds a Series 66, Series 7 and SIE licenses and is registered in 53 states. Before joining Invesco Distributors, Jose David was an advisor at OppenheimerFunds Distributor, Inc. and Principal Securities, Inc.
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.
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.
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2
GA
05/25/2019 - Present
Invesco Distributors, Inc. (ATLANTA GA)
NY
08/10/2016 - 05/25/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
FL
06/07/2014 - 07/27/2016
PRINCIPAL SECURITIES, INC. (TAMPA FL)
BOTH
Issued 12/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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