Unclaimed
Robert Gutierrez is a financial advisor with Equitable Advisors, LLC based in Miami, Florida. Robert Gutierrez has been in the industry since 2019 and has been registered with the state of Florida since 2019. Equitable Advisors, LLC is a financial advisory firm headquartered in New York City with over 4,000 employees. Robert Gutierrez has 52 state registrations in addition to his registration with FINRA and the state of Florida for Investment Advisor Representatives. Robert Gutierrez is a registered representative of Equitable Advisors, LLC and is also a registered investment advisor representative. He specializes in providing financial planning, pension consulting and educational seminars.
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.
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FL
08/18/2020 - Present
Equitable Advisors, LLC (MIAMI FL)
BOTH
Issued 08/13/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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