Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Gutierrez is a financial advisor registered with PFS Investments Inc. and has been in the financial industry since 2011. Samuel specializes in portfolio management for individuals and provides financial advice to clients. He is registered with the State of Illinois and the State of Indiana. Samuel is a licensed Series 6, Series 63, and SIE representative, and is located in Munster, Indiana.
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.
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.
A percentage of the total value of assets under management is charged.
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IN
01/10/2019 - Present
PFS Investments Inc. (MUNSTER IN)
IN
01/25/2016 - 12/31/2018
PFS INVESTMENTS INC. (HIGHLAND IN)
IN
05/11/2015 - 12/31/2015
PFS INVESTMENTS INC. (HIGHLAND IN)
IN
08/16/2010 - 07/16/2014
PFS INVESTMENTS INC. (HIGHLAND IN)
BC
Issued 07/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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