Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renato? Claim Your ProfileRenato Gutierrez Isaac is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Renato has been in the industry since January 13, 2006. Prior to joining Wells Fargo, Renato was with J.P. Morgan Securities LLC, Chase Investment Services Corp., U.S. Bancorp Investments, Inc., World Group Securities, Inc., and Banc of America Investment Services, Inc. Renato holds Series 63, 66, 7 and SIE licenses. Renato has been registered in multiple states including California, Colorado, Florida, Georgia, Massachusetts, New Jersey, New York and Oregon. Renato is based out of the New York, NY office.
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.
Investment consulting services to institutional clients
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
NY
01/16/2025 - Present
Wells Fargo Clearing Services, LLC (NEW YORK NY)
NY
10/01/2012 - 01/19/2023
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
08/13/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
CA
05/12/2008 - 07/30/2010
U.S. BANCORP INVESTMENTS, INC. (BELLFLOWER CA)
CA
10/11/2007 - 05/13/2008
WORLD GROUP SECURITIES, INC. (COMMERCE CA)
CA
12/09/2005 - 09/17/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEWPORT BEACH CA)
BOTH
Issued 04/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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