Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marisa? Claim Your ProfileMarisa Gutierrez is a financial advisor with Edward Jones. Marisa has been in the industry since 2018 and holds Series 66, SIE and Series 7 licenses. Prior to joining Edward Jones, Marisa worked at Fidelity Brokerage Services LLC, Northern Trust Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Marisa is registered with FINRA and the states of Arizona, California, Florida, Georgia, Illinois, Indiana, Michigan, Mississippi, Missouri, North Carolina, South Carolina, Tennessee, Texas and Virginia.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
IL
05/01/2024 - Present
Edward Jones (ORLAND PARK IL)
IL
04/14/2022 - 07/05/2023
FIDELITY BROKERAGE SERVICES LLC (OAK BROOK IL)
IL
09/04/2019 - 03/18/2022
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
IL
03/14/2018 - 08/08/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
BOTH
Issued 05/10/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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