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Timothy Sean Gutierrez

PFS Investments Inc.

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About Timothy Sean Gutierrez

Timothy Gutierrez is a registered representative of PFS Investments Inc. based in Brunswick, GA. Timothy is a seasoned professional with over 20 years of experience in the financial services industry. Timothy has a wide range of experience providing investment advice and financial planning services to individuals, families, and businesses. Timothy is committed to helping clients achieve their financial goals by providing personalized service and developing comprehensive financial plans.

Firm Information

Timothy Gutierrez is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Timothy Gutierrez’s Registration & Firm History

GA

03/07/2019 - Present

PFS Investments Inc. (BRUNSWICK GA)

MN

01/01/2004 - 08/02/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

01/01/2004 - 08/02/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 09/02/2020

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 01/22/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/18/2019

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 03/06/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/12/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/30/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Timothy Sean Gutierrez. Review regulatory record here.
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