Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Gutierrez is a financial advisor with over 14 years of experience in the industry. Shane is currently registered with Morgan Stanley and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Shane has a strong background in securities and investment advisory services. Shane has a wide range of experience working with individuals, high net worth individuals, corporations and other businesses, charitable organizations, and state and municipal governments.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OR
09/16/2022 - Present
Morgan Stanley (EUGENE OR)
OR
06/06/2011 - 09/20/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EUGENE OR)
OR
06/01/2009 - 05/20/2011
MORGAN STANLEY SMITH BARNEY (EUGENE OR)
OR
11/20/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (EUGENE OR)
BOTH
Issued 01/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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