Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Rae Gutierrez is a registered representative with Fidelity Personal and Workplace Advisors. Samantha has been in the industry since August 2017 and is registered in 53 states and the District of Columbia. Samantha's firm has been in business since 1946 and has approximately $1 billion to $10 billion in assets under management. The firm primarily serves high-net-worth individuals, corporations, and pension plans. Samantha provides financial planning and portfolio management services. Samantha is committed to providing her clients with personalized financial advice to help them reach their financial goals.
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.
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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2
TX
12/11/2019 - Present
Fidelity Personal AND Workplace Advisors (HOUSTON TX)
BOTH
Issued 10/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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