Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Gutierrez is a financial professional with over 20 years of experience in the industry. Juan is currently registered with J.p. Morgan Securities LLC and holds the Series 6, Series 79TO, and SIE licenses. Juan's prior experience includes roles at Fifth Third Securities, Inc. and PFS Investments Inc. Juan has worked in various locations including Dekalb, IL; Duluth, GA; and San Francisco, CA. Juan's professional experience suggests a broad understanding of the financial services industry.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
CA
03/21/2022 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
IL
05/02/2005 - 11/22/2006
FIFTH THIRD SECURITIES, INC. (DEKALB IL)
GA
09/10/2002 - 10/15/2003
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 07/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/04/2022
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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