Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Gutierrez is a financial advisor registered with Equitable Advisors, LLC. Martin has been in the financial services industry since July 1986. Martin holds Series 6, 7, 63, and 65 licenses and is registered in Arizona, Idaho, Illinois, New Mexico, and Texas. Martin is also registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Martin provides financial planning, pension consulting, educational seminars, and portfolio management services. Martin's previous employers include The Equitable Life Assurance Society of the United States and First Investors Corporation.
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.
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.
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.
1
2
TX
11/30/2006 - Present
Equitable Advisors, LLC (EL PASO TX)
NY
03/25/1988 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
07/02/1986 - 03/02/1988
FIRST INVESTORS CORPORATION
IA
Issued 01/04/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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