Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Gutierrez is an investment advisor representative associated with Cambridge Investment Research Advisors, Inc.. Sharon has been in the industry since December 6, 2002. Prior to joining Cambridge Investment Research Advisors, Inc., Sharon was associated with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Sharon is licensed in Texas and Louisiana. In addition to her financial advisory work, Sharon is also a notary public and an independent insurance agent for various independent insurance companies. Sharon's specializations include financial planning, pension consulting, educational seminars, market timing services, and portfolio management.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
07/30/2015 - Present
Cambridge Investment Research Advisors, Inc. (CORPUS CHRISTI TX)
TX
12/06/2002 - 06/24/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (CORPUS CHRISTI TX)
IN
12/06/2002 - 04/06/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 07/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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