Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Miguel Gutierrez is a financial advisor in Boca Raton, FL. Jose Miguel has been in the financial services industry since October 13, 2002. Jose Miguel is currently registered with Epic Capital Securities and is licensed in Florida. Jose Miguel has worked at several firms throughout his career, including Insigneo Securities, LLC, Northeast Securities, Inc., Direct Access Partners LLC, VFinance Investments, Inc and Sterling Financial Investment Group, 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.
1
2
FL
10/19/2021 - Present
Epic Capital Securities (BOCA RATON FL)
FL
07/31/2017 - 12/20/2019
INSIGNEO SECURITIES, LLC (MIAMI FL)
NY
08/05/2013 - 07/31/2017
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
NY
02/15/2012 - 05/07/2013
DIRECT ACCESS PARTNERS LLC (NEW YORK NY)
NA
05/04/2006 - 12/09/2011
VFINANCE INVESTMENTS, INC (CALI )
FL
01/30/2001 - 05/08/2006
STERLING FINANCIAL INVESTMENT GROUP, INC. (BOCA RATON FL)
FL
07/12/2000 - 02/02/2001
INVESTORS ST. (MIAMI FL)
BC
Issued 10/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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