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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 a registered investment advisor representative at Fisher Investments. Sharon Gutierrez has been in the securities industry for over 30 years, and has experience with various investment products and services. Sharon Gutierrez holds the following licenses: Series 2, Series 7, Series 31, Series 63, Series 65, and Series 66. Sharon Gutierrez is also a Chartered Financial Analyst. Sharon Gutierrez has been with Fisher Investments since March 2016. Prior to that, Sharon Gutierrez worked at CommonFund Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sharon Gutierrez specializes in providing financial planning and portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
11/28/2023 - Present
Fisher Investments (San Mateo CA)
CA
09/13/2012 - 02/05/2016
COMMONFUND SECURITIES, INC. (SAN FRANCISCO CA)
CA
05/09/2006 - 11/09/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MENLO PARK CA)
BOTH
Issued 06/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/1992
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/01/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 05/08/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1992
Series 2 - Non-Member General Securities Examination
Active
Inactive
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