Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lino? Claim Your ProfileLino Gutierrez is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Lino has been in the industry since August 2008 and is licensed to conduct business in 27 states across the US. Before joining Merrill Lynch, Pierce, Fenner & Smith Inc. in 2017, Lino held positions at various firms including Wells Fargo Clearing Services, LLC, PNC INVESTMENTS, and Chase Investment Services Corp. Lino provides financial advisory services to individuals, corporations, and other businesses.
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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
06/29/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (STUART FL)
FL
08/09/2013 - 07/06/2017
WELLS FARGO CLEARING SERVICES, LLC (JUPITER FL)
FL
04/06/2010 - 08/12/2013
PNC INVESTMENTS (NORTH PALM BEACH FL)
FL
08/21/2009 - 03/24/2010
CHASE INVESTMENT SERVICES CORP. (WEST PALM BEACH FL)
FL
07/14/2008 - 08/11/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALM BEACH GARDENS FL)
BOTH
Issued 7/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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